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True Wealth Design’s US Foods USFD Stock Holding History

True Wealth Design’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
Q3 		$111K Buy
1,206
+3
+0.2% +$303 0.03% 250
2026
Q2 		$123K Sell
1,203
-177
-13% -$15.8K 0.03% 201
2026
Q1 		$127K Buy
1,380
+31
+2% +$2.74K 0.04% 164
2025
Q4 		$102K Sell
1,349
-53
-4% -$3.98K 0.03% 184
2025
Q3 		$107K Buy
1,402
+152
+12% +$12.1K 0.03% 149
2025
Q2 		$96.3K Buy
1,250
+223
+22% +$15.9K 0.03% 110
2025
Q1 		$67.2K Buy
1,027
+535
+109% +$36.6K 0.03% 148
2024
Q4 		$33.2K Buy
492
+298
+154% +$19.6K 0.01% 246
2024
Q3 		$11.9K Buy
194
+178
+1,113% +$10K ﹤0.01% 392
2024
Q2 		$848 Buy
16
+8
+100% +$421 ﹤0.01% 544
2024
Q1 		$432 Buy
8
+4
+100% +$197 ﹤0.01% 651
2023
Q4 		$182 Hold
4
– – ﹤0.01% 689
2023
Q3 		$159 Buy
4
+2
+100% +$83 ﹤0.01% 675
2023
Q2 		$88 Buy
2
+1
+100% +$40 ﹤0.01% 728
2023
Q1 		$37 Hold
1
– – ﹤0.01% 844
2022
Q4 		$34 Buy
+1
New +$32 ﹤0.01% 786

Other funds holding USFD

Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

True Wealth Design's USFD Position: Q3 2026 in Review

True Wealth Design increased its US Foods (USFD) stake by 0.25% in Q3 2026, buying an estimated $303 and bringing the position to 1,206 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #250.

True Wealth Design first reported a position in USFD in Q4 2022 and has held it in 16 quarters since. The position peaked at $127K in Q1 2026. 71 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • True Wealth Design held 1,206 shares of US Foods worth $111K as of Q3 2026.
  • True Wealth Design bought 3 US Foods shares in Q3 2026, an estimated $303.
  • US Foods made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #250 holding.
  • True Wealth Design first reported a position in US Foods in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's US Foods position peaked at $127K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.