SWP
USFD icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Strategic Wealth Partners's USFD Position: Q1 2026 in Review

Strategic Wealth Partners reduced its US Foods (USFD) stake by 3.1% in Q1 2026, selling an estimated $47.7K and leaving 16,749 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #120.

Strategic Wealth Partners first reported a position in USFD in Q2 2023 and has held it in 11 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Strategic Wealth Partners held 16,749 shares of US Foods worth $1.54M as of Q1 2026.
  • Strategic Wealth Partners sold 539 US Foods shares in Q1 2026, an estimated $47.7K.
  • US Foods made up 0.11% of Strategic Wealth Partners's portfolio in Q1 2026, its #120 holding.
  • Strategic Wealth Partners first reported a position in US Foods in Q2 2023 and has held it in 11 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.