Accurate Wealth Management
SYY icon

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
Q3 		$288K Buy
3,641
+1,101
+43% +$90.5K 0.02% 483
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Accurate Wealth Management's SYY Position: Q3 2026 in Review

Accurate Wealth Management increased its Sysco (SYY) stake by 43% in Q3 2026, buying an estimated $90.5K and bringing the position to 3,641 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #483.

Accurate Wealth Management first reported a position in SYY in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.55M in Q4 2024. 1,387 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Accurate Wealth Management held 3,641 shares of Sysco worth $288K as of Q3 2026.
  • Accurate Wealth Management bought 1,101 Sysco shares in Q3 2026, an estimated $90.5K.
  • Sysco made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #483 holding.
  • Accurate Wealth Management first reported a position in Sysco in Q4 2022 and has held it in 11 quarters since.
  • Accurate Wealth Management's Sysco position peaked at $2.55M in Q4 2024.
  • 1,387 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.