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Venturi Wealth Management’s US Foods USFD Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-1,488
Closed -$100K – 1765
2024
Q4 		$100K Buy
1,488
+831
+126% +$54.5K ﹤0.01% 780
2024
Q3 		$40.4K Buy
657
+275
+72% +$15.4K ﹤0.01% 829
2024
Q2 		$20.2K Buy
382
+81
+27% +$4.26K ﹤0.01% 940
2024
Q1 		$16.2K Buy
301
+5
+2% +$246 ﹤0.01% 796
2023
Q4 		$13.4K Sell
296
-49
-14% -$2.03K ﹤0.01% 807
2023
Q3 		$13.7K Buy
345
+314
+1,013% +$13K ﹤0.01% 737
2023
Q2 		$1.36K Hold
31
– – ﹤0.01% 979
2023
Q1 		$1.15K Buy
+31
New +$1.15K ﹤0.01% 1093

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Venturi Wealth Management's USFD Position: Q1 2025 in Review

Venturi Wealth Management sold out of US Foods (USFD) in Q1 2025, closing a stake of 1,488 shares — an estimated $100K sold.

Venturi Wealth Management first reported a position in USFD in Q1 2023 and held it in 8 quarters. The position peaked at $100K in Q4 2024. 596 funds tracked by Wall St. Rank hold USFD as of Q1 2025.

  • Venturi Wealth Management reported no remaining US Foods position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,488 US Foods shares in Q1 2025, an estimated $100K.
  • Venturi Wealth Management first reported a position in US Foods in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's US Foods position peaked at $100K in Q4 2024.
  • 596 funds tracked by Wall St. Rank held US Foods as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.