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Summit Trail Advisors’s US Foods USFD Stock Holding History

Summit Trail Advisors’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 		$2.68M Sell
26,175
-1,838
-7% -$164K 0.03% 420
2026
Q1 		$2.58M Buy
28,013
+5,778
+26% +$512K 0.04% 379
2025
Q4 		$1.67M Buy
22,235
+79
+0.4% +$5.93K 0.03% 512
2025
Q3 		$1.7M Buy
22,156
+14,689
+197% +$1.17M 0.02% 532
2025
Q2 		$575K Buy
+7,467
New +$533K 0.01% 683
2018
Q1 		– Sell
-147
Closed -$5K – 1600
2017
Q4 		$5K Buy
+147
New +$4.16K ﹤0.01% 1433

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 Trail Advisors's USFD Position: Q2 2026 in Review

Summit Trail Advisors reduced its US Foods (USFD) stake by 6.6% in Q2 2026, selling an estimated $164K and leaving 26,175 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #420.

Summit Trail Advisors first reported a position in USFD in Q4 2017 and has held it in 6 quarters since. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Summit Trail Advisors held 26,175 shares of US Foods worth $2.68M as of Q2 2026.
  • Summit Trail Advisors sold 1,838 US Foods shares in Q2 2026, an estimated $164K.
  • US Foods made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #420 holding.
  • Summit Trail Advisors first reported a position in US Foods in Q4 2017 and has held it in 6 quarters since.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.