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United Financial Planning Group’s US Foods USFD Stock Holding History

United Financial Planning 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
Q2 		$7.57K Hold
74
– – ﹤0.01% 299
2026
Q1 		$6.82K Buy
+74
New +$6.55K ﹤0.01% 268

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

United Financial Planning Group's USFD Position: Q2 2026 in Review

United Financial Planning Group held its US Foods (USFD) position steady in Q2 2026 at 74 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

United Financial Planning Group first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • United Financial Planning Group held 74 shares of US Foods worth $7.57K as of Q2 2026.
  • United Financial Planning Group left its US Foods share count unchanged in Q2 2026.
  • US Foods made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #299 holding.
  • United Financial Planning Group first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.