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Wellington-Altus USA’s US Foods USFD Stock Holding History

Wellington-Altus USA’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 		$230K Hold
2,498
– – 0.16% 107
2026
Q1 		$255K Hold
2,498
– – 0.15% 137
2025
Q4 		$188K Buy
+2,498
New +$188K 0.14% 124

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

Wellington-Altus USA's USFD Position: Q2 2026 in Review

Wellington-Altus USA held its US Foods (USFD) position steady in Q2 2026 at 2,498 shares worth $230K. The position accounts for 0.16% of the portfolio, ranked #107.

Wellington-Altus USA first reported a position in USFD in Q4 2025 and has held it in 3 quarters since. The position peaked at $255K in Q1 2026. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Wellington-Altus USA held 2,498 shares of US Foods worth $230K as of Q2 2026.
  • Wellington-Altus USA left its US Foods share count unchanged in Q2 2026.
  • US Foods made up 0.16% of Wellington-Altus USA's portfolio in Q2 2026, its #107 holding.
  • Wellington-Altus USA first reported a position in US Foods in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's US Foods position peaked at $255K in Q1 2026.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.