Accurate Wealth Management’s Sysco SYY Stock Holding History

Accurate 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
2026 Q2	$213K	Sell	2,540 -19,104	-88%	-$1.45M	0.02%	542
2026 Q1	$1.58M	Sell	21,644 -7,461	-26%	-$617K	0.19%	119
2025 Q4	$2.16M	Sell	29,105 -2,048	-7%	-$156K	0.27%	83
2025 Q3	$2.5M	Buy	+31,153	New	+$2.49M	0.33%	72
2025 Q2	–	Sell	-33,953	Closed	-$2.39M	–	456
2025 Q1	$2.39M	Sell	33,953 -744	-2%	-$54.5K	0.46%	61
2024 Q4	$2.55M	Buy	34,697 +1,899	+6%	+$145K	0.49%	54
2024 Q3	$2.48M	Sell	32,798 -372	-1%	-$28K	0.5%	57
2024 Q2	$2.38M	Buy	33,170 +359	+1%	+$26.8K	0.57%	54
2024 Q1	$2.52M	Buy	+32,811	New	+$2.59M	0.74%	43
2023 Q1	–	Sell	-2,002	Closed	-$160K	–	1307
2022 Q4	$160K	Buy	+2,002	New	+$162K	0.06%	233

Other funds holding SYY

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return

Accurate Wealth Management's SYY Position: Q2 2026 in Review

Accurate Wealth Management reduced its Sysco (SYY) stake by 88% in Q2 2026, selling an estimated $1.45M and leaving 2,540 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #542.

Accurate Wealth Management first reported a position in SYY in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.55M in Q4 2024. 553 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Accurate Wealth Management held 2,540 shares of Sysco worth $213K as of Q2 2026.
Accurate Wealth Management sold 19,104 Sysco shares in Q2 2026, an estimated $1.45M.
Sysco made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #542 holding.
Accurate Wealth Management first reported a position in Sysco in Q4 2022 and has held it in 10 quarters since.
Accurate Wealth Management's Sysco position peaked at $2.55M in Q4 2024.
553 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.