Wealthspire Advisors (New York)’s US Foods USFD Stock Holding History

Wealthspire Advisors (New York)’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	$205K	Sell	2,006 -702	-26%	-$62.6K	﹤0.01%	1167
2026 Q1	$250K	Sell	2,708 -3,141	-54%	-$278K	﹤0.01%	786
2025 Q4	$441K	Buy	5,849 +3,262	+126%	+$245K	﹤0.01%	653
2025 Q3	$198K	Sell	2,587 -1,273	-33%	-$101K	﹤0.01%	793
2025 Q2	$297K	Buy	3,860 +738	+24%	+$52.6K	﹤0.01%	667
2025 Q1	$204K	Sell	3,122 -331	-10%	-$22.6K	﹤0.01%	740
2024 Q4	$233K	Buy	+3,453	New	+$227K	﹤0.01%	706

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealthspire Advisors (New York)'s USFD Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its US Foods (USFD) stake by 26% in Q2 2026, selling an estimated $62.6K and leaving 2,006 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Wealthspire Advisors (New York) first reported a position in USFD in Q4 2024 and has held it in 7 quarters since. The position peaked at $441K in Q4 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Wealthspire Advisors (New York) held 2,006 shares of US Foods worth $205K as of Q2 2026.
Wealthspire Advisors (New York) sold 702 US Foods shares in Q2 2026, an estimated $62.6K.
US Foods made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1167 holding.
Wealthspire Advisors (New York) first reported a position in US Foods in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s US Foods position peaked at $441K in Q4 2025.
672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.