UFF
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USA Financial Formulas’s US Foods USFD Stock Holding History

USA Financial Formulas’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
2025
Q2 		– Sell
-5,050
Closed -$331K – 358
2025
Q1 		$331K Buy
+5,050
New +$345K 0.05% 102
2024
Q1 		– Sell
-45
Closed -$2.04K – 421
2023
Q4 		$2.04K Hold
45
– – ﹤0.01% 295
2023
Q3 		$1.79K Sell
45
-994
-96% -$41.2K ﹤0.01% 336
2023
Q2 		$45.7K Buy
+1,039
New +$41.2K 0.07% 173

Other funds holding USFD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

USA Financial Formulas's USFD Position: Q2 2025 in Review

USA Financial Formulas sold out of US Foods (USFD) in Q2 2025, closing a stake of 5,050 shares — an estimated $331K sold.

USA Financial Formulas first reported a position in USFD in Q2 2023 and held it in 4 quarters. The position peaked at $331K in Q1 2025. 636 funds tracked by Wall St. Rank hold USFD as of Q2 2025.

  • USA Financial Formulas reported no remaining US Foods position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 5,050 US Foods shares in Q2 2025, an estimated $331K.
  • USA Financial Formulas first reported a position in US Foods in Q2 2023 and held it in 4 quarters.
  • USA Financial Formulas's US Foods position peaked at $331K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held US Foods as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.