United Asset Strategies’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.26M Sell
12,303
-191
-2% -$17K 0.09% 134
2026
Q1
$1.15M Buy
12,494
+16
+0.1% +$1.42K 0.09% 129
2025
Q4
$940K Buy
12,478
+610
+5% +$45.8K 0.07% 150
2025
Q3
$909K Sell
11,868
-257
-2% -$20.4K 0.07% 152
2025
Q2
$934K Sell
12,125
-15,425
-56% -$1.1M 0.08% 147
2025
Q1
$1.8M Sell
27,550
-3,991
-13% -$273K 0.17% 107
2024
Q4
$2.13M Sell
31,541
-197
-0.6% -$12.9K 0.2% 98
2024
Q3
$1.95M Sell
31,738
-704
-2% -$39.4K 0.18% 106
2024
Q2
$1.72M Sell
32,442
-1,224
-4% -$64.4K 0.17% 109
2024
Q1
$1.82M Buy
33,666
+437
+1% +$21.5K 0.18% 103
2023
Q4
$1.51M Sell
33,229
-122
-0.4% -$5.05K 0.17% 111
2023
Q3
$1.32M Buy
33,351
+1,648
+5% +$68.3K 0.17% 122
2023
Q2
$1.39M Buy
+31,703
New +$1.26M 0.17% 116

Other funds holding USFD

United Asset Strategies's USFD Position: Q2 2026 in Review

United Asset Strategies reduced its US Foods (USFD) stake by 1.5% in Q2 2026, selling an estimated $17K and leaving 12,303 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #134.

United Asset Strategies first reported a position in USFD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.13M in Q4 2024. 415 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • United Asset Strategies held 12,303 shares of US Foods worth $1.26M as of Q2 2026.
  • United Asset Strategies sold 191 US Foods shares in Q2 2026, an estimated $17K.
  • US Foods made up 0.09% of United Asset Strategies's portfolio in Q2 2026, its #134 holding.
  • United Asset Strategies first reported a position in US Foods in Q2 2023 and has held it in 13 quarters since.
  • United Asset Strategies's US Foods position peaked at $2.13M in Q4 2024.
  • 415 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.