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Wood Tarver Financial Group’s US Foods USFD Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-20
Closed -$1K – 617
2025
Q2 		$1K Hold
20
– – ﹤0.01% 579
2025
Q1 		$1.31K Hold
20
– – ﹤0.01% 557
2024
Q4 		$1K Buy
+20
New +$1.31K ﹤0.01% 578

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wood Tarver Financial Group's USFD Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of US Foods (USFD) in Q3 2025, closing a stake of 20 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in USFD in Q4 2024 and held it in 3 quarters. The position peaked at $1.31K in Q1 2025. 647 funds tracked by Wall St. Rank hold USFD as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining US Foods position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 20 US Foods shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in US Foods in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's US Foods position peaked at $1.31K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held US Foods as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.