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Turning Point Benefit Group’s US Foods USFD Stock Holding History

Turning Point Benefit Group’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 		– Sell
-8
Closed -$602 – 756
2025
Q4 		$602 Hold
8
– – ﹤0.01% 620
2025
Q3 		$602 Buy
+8
New +$636 ﹤0.01% 467

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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

Turning Point Benefit Group's USFD Position: Q1 2026 in Review

Turning Point Benefit Group sold out of US Foods (USFD) in Q1 2026, closing a stake of 8 shares — an estimated $602 sold.

Turning Point Benefit Group first reported a position in USFD in Q3 2025 and held it in 2 quarters. The position peaked at $602 in Q4 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Turning Point Benefit Group reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 8 US Foods shares in Q1 2026, an estimated $602.
  • Turning Point Benefit Group first reported a position in US Foods in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's US Foods position peaked at $602 in Q4 2025.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.