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Summit Wealth Group (Colorado)’s US Foods USFD Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-817,232
Closed -$31.6M – 628
2025
Q3 		$31.6M Buy
+817,232
New +$65M 3.34% 5

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s USFD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of US Foods (USFD) in Q4 2025, closing a stake of 817,232 shares — an estimated $31.6M sold.

Summit Wealth Group (Colorado) first reported a position in USFD in Q3 2025 and held it in 1 quarter. The position peaked at $31.6M in Q3 2025. 648 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 817,232 US Foods shares in Q4 2025, an estimated $31.6M.
  • Summit Wealth Group (Colorado) first reported a position in US Foods in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s US Foods position peaked at $31.6M in Q3 2025.
  • 648 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.