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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Integrated Wealth Concepts's USFD Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in US Foods (USFD) in Q1 2026: 2,839 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1940 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in USFD as recently as Q4 2024.

Integrated Wealth Concepts first reported a position in USFD in Q4 2024 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Integrated Wealth Concepts held 2,839 shares of US Foods worth $262K as of Q1 2026.
  • US Foods was a new Integrated Wealth Concepts position in Q1 2026.
  • US Foods made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1940 holding.
  • Integrated Wealth Concepts first reported a position in US Foods in Q4 2024 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.