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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
Q2 		$123K Sell
1,203
-177
-13% -$15.8K 0.03% 201
2026
Q1 		$127K Buy
1,380
+31
+2% +$2.75K 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% +$9.96K ﹤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

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

True Wealth Design's USFD Position: Q2 2026 in Review

True Wealth Design reduced its US Foods (USFD) stake by 13% in Q2 2026, selling an estimated $15.8K and leaving 1,203 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #201.

True Wealth Design first reported a position in USFD in Q4 2022 and has held it in 15 quarters since. The position peaked at $127K in Q1 2026. 82 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • True Wealth Design held 1,203 shares of US Foods worth $123K as of Q2 2026.
  • True Wealth Design sold 177 US Foods shares in Q2 2026, an estimated $15.8K.
  • US Foods made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #201 holding.
  • True Wealth Design first reported a position in US Foods in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's US Foods position peaked at $127K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.