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WealthTrust Axiom’s US Foods USFD Stock Holding History

WealthTrust Axiom’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 		$501K Hold
4,900
– – 0.11% 151
2026
Q1 		$452K Hold
4,900
– – 0.11% 155
2025
Q4 		$369K Hold
4,900
– – 0.09% 170
2025
Q3 		$375K Buy
4,900
+28
+0.6% +$2.23K 0.1% 169
2025
Q2 		$375K Hold
4,872
– – 0.11% 162
2025
Q1 		$319K Buy
+4,872
New +$333K 0.1% 183

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

WealthTrust Axiom's USFD Position: Q2 2026 in Review

WealthTrust Axiom held its US Foods (USFD) position steady in Q2 2026 at 4,900 shares worth $501K. The position accounts for 0.11% of the portfolio, ranked #151.

WealthTrust Axiom first reported a position in USFD in Q1 2025 and has held it in 6 quarters since. 664 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • WealthTrust Axiom held 4,900 shares of US Foods worth $501K as of Q2 2026.
  • WealthTrust Axiom left its US Foods share count unchanged in Q2 2026.
  • US Foods made up 0.11% of WealthTrust Axiom's portfolio in Q2 2026, its #151 holding.
  • WealthTrust Axiom first reported a position in US Foods in Q1 2025 and has held it in 6 quarters since.
  • 664 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.