Unique Wealth’s US Foods USFD Stock Holding History

Unique Wealth’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	-3,203	Closed	-$241K	–	213
2025 Q4	$241K	Sell	3,203 -395	-11%	-$29.7K	0.03%	173
2025 Q3	$276K	Sell	3,598 -30	-0.8%	-$2.38K	0.04%	156
2025 Q2	$279K	Buy	+3,628	New	+$259K	0.05%	150

Other funds holding USFD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Unique Wealth's USFD Position: Q1 2026 in Review

Unique Wealth sold out of US Foods (USFD) in Q1 2026, closing a stake of 3,203 shares — an estimated $241K sold.

Unique Wealth first reported a position in USFD in Q2 2025 and held it in 3 quarters. The position peaked at $279K in Q2 2025. 676 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Unique Wealth reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
Unique Wealth sold 3,203 US Foods shares in Q1 2026, an estimated $241K.
Unique Wealth first reported a position in US Foods in Q2 2025 and held it in 3 quarters.
Unique Wealth's US Foods position peaked at $279K in Q2 2025.
676 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.