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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wealth Alliance's USFD Position: Q1 2026 in Review

Wealth Alliance opened a new position in US Foods (USFD) in Q1 2026: 2,305 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #524 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in USFD as recently as Q3 2025.

Wealth Alliance first reported a position in USFD in Q2 2025 and has held it in 3 quarters since. The position peaked at $241K in Q2 2025. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Wealth Alliance held 2,305 shares of US Foods worth $213K as of Q1 2026.
  • US Foods was a new Wealth Alliance position in Q1 2026.
  • US Foods made up 0.02% of Wealth Alliance's portfolio in Q1 2026, its #524 holding.
  • Wealth Alliance first reported a position in US Foods in Q2 2025 and has held it in 3 quarters since.
  • Wealth Alliance's US Foods position peaked at $241K in Q2 2025.
  • 673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.