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Accredited Wealth Management’s Sysco SYY Stock Holding History

Accredited Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$117K Sell
300
-1,123
-79% -$89.8K 0.09% 93
2025
Q2 		$108K Buy
1,423
+1
+0.1% +$73 0.09% 94
2025
Q1 		$107K Buy
1,422
+1
+0.1% +$73 0.09% 83
2024
Q4 		$109K Buy
+1,421
New +$109K 0.1% 92

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's SYY Position: Q3 2025 in Review

Accredited Wealth Management reduced its Sysco (SYY) stake by 79% in Q3 2025, selling an estimated $89.8K and leaving 300 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #93.

Accredited Wealth Management first reported a position in SYY in Q4 2024 and has held it in 4 quarters since. 1,551 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Accredited Wealth Management held 300 shares of Sysco worth $117K as of Q3 2025.
  • Accredited Wealth Management sold 1,123 Sysco shares in Q3 2025, an estimated $89.8K.
  • Sysco made up 0.09% of Accredited Wealth Management's portfolio in Q3 2025, its #93 holding.
  • Accredited Wealth Management first reported a position in Sysco in Q4 2024 and has held it in 4 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.