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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
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

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

Wealth Alliance's USFD Position: Q2 2026 in Review

Wealth Alliance reduced its US Foods (USFD) stake by 6.6% in Q2 2026, selling an estimated $13.6K and leaving 2,153 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #532.

Wealth Alliance first reported a position in USFD in Q2 2025 and has held it in 4 quarters since. The position peaked at $241K in Q2 2025. 671 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Wealth Alliance held 2,153 shares of US Foods worth $220K as of Q2 2026.
  • Wealth Alliance sold 152 US Foods shares in Q2 2026, an estimated $13.6K.
  • US Foods made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #532 holding.
  • Wealth Alliance first reported a position in US Foods in Q2 2025 and has held it in 4 quarters since.
  • Wealth Alliance's US Foods position peaked at $241K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.