Strategic Wealth Partners’s US Foods USFD Stock Holding History

Strategic Wealth Partners’s Portfolio USFD Stock Details USFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.71M	Sell	16,738 -11	-0.1%	-$981	0.11%	117
2026 Q1	$1.54M	Sell	16,749 -539	-3%	-$47.7K	0.11%	120
2025 Q4	$1.3M	Hold	17,288	–	–	0.09%	133
2025 Q3	$1.32M	Hold	17,288	–	–	0.1%	139
2025 Q2	$1.33M	Buy	+17,288	New	+$1.23M	0.1%	127
2024 Q4	$1.29M	Hold	18,088	–	–	0.11%	130
2024 Q3	$1.11M	Hold	18,088	–	–	0.11%	138
2024 Q2	$958K	Hold	18,088	–	–	0.1%	142
2024 Q1	$976K	Hold	18,088	–	–	0.11%	135
2023 Q4	$821K	Hold	18,088	–	–	0.1%	142
2023 Q3	$718K	Hold	18,088	–	–	0.09%	173
2023 Q2	$796K	Buy	+18,088	New	+$718K	0.1%	166

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Strategic Wealth Partners's USFD Position: Q2 2026 in Review

Strategic Wealth Partners reduced its US Foods (USFD) stake by 0.07% in Q2 2026, selling an estimated $981 and leaving 16,738 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #117.

Strategic Wealth Partners first reported a position in USFD in Q2 2023 and has held it in 12 quarters since. 671 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Strategic Wealth Partners held 16,738 shares of US Foods worth $1.71M as of Q2 2026.
Strategic Wealth Partners sold 11 US Foods shares in Q2 2026, an estimated $981.
US Foods made up 0.11% of Strategic Wealth Partners's portfolio in Q2 2026, its #117 holding.
Strategic Wealth Partners first reported a position in US Foods in Q2 2023 and has held it in 12 quarters since.
671 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.