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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
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

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

Summit Trail Advisors's USFD Position: Q1 2026 in Review

Summit Trail Advisors increased its US Foods (USFD) stake by 26% in Q1 2026, buying an estimated $512K and bringing the position to 28,013 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #379.

Summit Trail Advisors first reported a position in USFD in Q4 2017 and has held it in 5 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Summit Trail Advisors held 28,013 shares of US Foods worth $2.58M as of Q1 2026.
  • Summit Trail Advisors bought 5,778 US Foods shares in Q1 2026, an estimated $512K.
  • US Foods made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #379 holding.
  • Summit Trail Advisors first reported a position in US Foods in Q4 2017 and has held it in 5 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.