Wealth Enhancement Advisory Services’s US Foods USFD Stock Holding History

Wealth Enhancement Advisory Services’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	$4.34M	Buy	47,288 +1,708	+4%	+$173K	0.01%	1180
2026 Q2	$4.35M	Buy	45,580 +1,789	+4%	+$160K	0.01%	1098
2026 Q1	$3.72M	Buy	43,791 +1,140	+3%	+$101K	0.01%	1052
2025 Q4	$3.28M	Sell	42,651 -7,508	-15%	-$564K	﹤0.01%	1234
2025 Q3	$3.82M	Buy	50,159 +904	+2%	+$71.9K	0.01%	1092
2025 Q2	$3.86M	Buy	49,255 +7,540	+18%	+$538K	0.01%	1013
2025 Q1	$2.73M	Buy	41,715 +13,821	+50%	+$945K	0.01%	1093
2024 Q4	$1.88M	Buy	27,894 +18,057	+184%	+$1.18M	﹤0.01%	1214
2024 Q3	$605K	Buy	9,837 +1	+0%	+$56	﹤0.01%	1689
2024 Q2	$521K	Buy	9,836 +137	+1%	+$7.21K	﹤0.01%	1627
2024 Q1	$523K	Sell	9,699 -1,821	-16%	-$89.7K	﹤0.01%	1557
2023 Q4	$523K	Sell	11,520 -2,376	-17%	-$98.3K	﹤0.01%	1475
2023 Q3	$552K	Buy	+13,896	New	+$576K	﹤0.01%	1373
2022 Q4	–	Sell	-97,062	Closed	-$2.58M	–	370
2022 Q3	$2.58M	Buy	+97,062	New	+$3.01M	0.04%	154

Other funds holding USFD

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's USFD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its US Foods (USFD) stake by 3.7% in Q3 2026, buying an estimated $173K and bringing the position to 47,288 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #1180.

Wealth Enhancement Advisory Services first reported a position in USFD in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.35M in Q2 2026. 155 funds tracked by Wall St. Rank hold USFD as of Q3 2026.

Wealth Enhancement Advisory Services held 47,288 shares of US Foods worth $4.34M as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,708 US Foods shares in Q3 2026, an estimated $173K.
US Foods made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1180 holding.
Wealth Enhancement Advisory Services first reported a position in US Foods in Q3 2022 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's US Foods position peaked at $4.35M in Q2 2026.
155 funds tracked by Wall St. Rank held US Foods as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.