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Integrated Wealth Concepts’s US Foods USFD Stock Holding History

Integrated Wealth Concepts’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 		$316K Buy
3,094
+255
+9% +$22.7K ﹤0.01% 1948
2026
Q1 		$262K Buy
+2,839
New +$251K ﹤0.01% 1940
2025
Q1 		– Sell
-3,391
Closed -$229K – 1832
2024
Q4 		$229K Buy
+3,391
New +$223K ﹤0.01% 1533

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

Integrated Wealth Concepts's USFD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its US Foods (USFD) stake by 9% in Q2 2026, buying an estimated $22.7K and bringing the position to 3,094 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Integrated Wealth Concepts first reported a position in USFD in Q4 2024 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Integrated Wealth Concepts held 3,094 shares of US Foods worth $316K as of Q2 2026.
  • Integrated Wealth Concepts bought 255 US Foods shares in Q2 2026, an estimated $22.7K.
  • US Foods made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1948 holding.
  • Integrated Wealth Concepts first reported a position in US Foods in Q4 2024 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.