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Werba Rubin Papier Wealth Management’s US Foods USFD Stock Holding History

Werba Rubin Papier Wealth Management’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
-496
-19% -$44.2K 0.03% 276
2026
Q1 		$244K Buy
+2,649
New +$235K 0.03% 234

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

Werba Rubin Papier Wealth Management's USFD Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its US Foods (USFD) stake by 19% in Q2 2026, selling an estimated $44.2K and leaving 2,153 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #276.

Werba Rubin Papier Wealth Management first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. The position peaked at $244K in Q1 2026. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 2,153 shares of US Foods worth $220K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 496 US Foods shares in Q2 2026, an estimated $44.2K.
  • US Foods made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Werba Rubin Papier Wealth Management first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
  • Werba Rubin Papier Wealth Management's US Foods position peaked at $244K in Q1 2026.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.