Wealth Alliance
USFD icon

Wealth Alliance’s US Foods USFD Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-2,153
Closed -$220K – 613
2026
Q2 		$220K Sell
2,153
-152
-7% -$13.6K 0.02% 532
2026
Q1 		$213K Buy
+2,305
New +$204K 0.02% 524
2025
Q4 		– Sell
-2,921
Closed -$224K – 597
2025
Q3 		$224K Sell
2,921
-209
-7% -$16.6K 0.02% 502
2025
Q2 		$241K Buy
+3,130
New +$223K 0.03% 476

Other funds holding USFD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Wealth Alliance's USFD Position: Q3 2026 in Review

Wealth Alliance sold out of US Foods (USFD) in Q3 2026, closing a stake of 2,153 shares — an estimated $220K sold.

Wealth Alliance first reported a position in USFD in Q2 2025 and held it in 4 quarters. The position peaked at $241K in Q2 2025. 537 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

  • Wealth Alliance reported no remaining US Foods position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance sold 2,153 US Foods shares in Q3 2026, an estimated $220K.
  • Wealth Alliance first reported a position in US Foods in Q2 2025 and held it in 4 quarters.
  • Wealth Alliance's US Foods position peaked at $241K in Q2 2025.
  • 537 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.