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Summit Securities Group’s US Foods USFD Stock Holding History

Summit Securities Group’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 		– Sell
-1
Closed -$75 – 1394
2025
Q4 		$75 Buy
+1
New +$75 ﹤0.01% 974
2025
Q3 		– Sell
-2
Closed -$154 – 1378
2025
Q2 		$154 Buy
+2
New +$143 ﹤0.01% 1032
2023
Q3 		– Sell
-1
Closed – – 1036
2023
Q2 		$0 Buy
+1
New +$40 ﹤0.01% 1106
2023
Q1 		– Sell
-8,278
Closed -$282K – 1317
2022
Q4 		$282K Buy
+8,278
New +$265K 0.01% 414

Other funds holding USFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Summit Securities Group's USFD Position: Q1 2026 in Review

Summit Securities Group sold out of US Foods (USFD) in Q1 2026, closing a stake of 1 share — an estimated $75 sold.

Summit Securities Group first reported a position in USFD in Q4 2022 and held it in 4 quarters. The position peaked at $282K in Q4 2022. 678 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Summit Securities Group reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1 US Foods share in Q1 2026, an estimated $75.
  • Summit Securities Group first reported a position in US Foods in Q4 2022 and held it in 4 quarters.
  • Summit Securities Group's US Foods position peaked at $282K in Q4 2022.
  • 678 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.