AWM
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AllSquare Wealth Management’s Sysco SYY Stock Holding History

AllSquare 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 		$67.8K Hold
824
– – 0.04% 205
2025
Q2 		$62.4K Hold
824
– – 0.04% 204
2025
Q1 		$61.8K Hold
824
– – 0.04% 192
2024
Q4 		$63K Hold
824
– – 0.04% 190
2024
Q3 		$64.3K Hold
824
– – 0.04% 188
2024
Q2 		$58.8K Hold
824
– – 0.04% 192
2024
Q1 		$66.9K Hold
824
– – 0.04% 189
2023
Q4 		$60.3K Buy
824
+185
+29% +$12.8K 0.04% 191
2023
Q3 		$42.2K Buy
+639
New +$45.9K 0.03% 215
2020
Q1 		– Sell
-494
Closed -$42K – 478
2019
Q4 		$42K Sell
494
-134
-21% -$10.9K 0.03% 200
2019
Q3 		$50K Hold
628
– – 0.04% 187
2019
Q2 		$44K Sell
628
-100
-14% -$7.12K 0.03% 204
2019
Q1 		$49K Hold
728
– – 0.04% 186
2018
Q4 		$46K Buy
728
+236
+48% +$15.9K 0.04% 172
2018
Q3 		$36K Sell
492
-69
-12% -$4.97K 0.03% 199
2018
Q2 		$38K Buy
561
+168
+43% +$10.7K 0.03% 201
2018
Q1 		$24K Sell
393
-63
-14% -$3.81K 0.02% 221
2017
Q4 		$28K Sell
456
-21
-4% -$1.19K 0.02% 204
2017
Q3 		$26K Buy
+477
New +$24.8K 0.02% 209
2016
Q2 		– Sell
-113
Closed -$5K – 311
2016
Q1 		$5K Buy
113
+1
+0.9% +$43 0.01% 250
2015
Q4 		$5K Buy
112
+1
+0.9% +$41 0.01% 251
2015
Q3 		$4K Buy
111
+1
+0.9% +$38 ﹤0.01% 269
2015
Q2 		$4K Buy
110
+1
+0.9% +$37 ﹤0.01% 285
2015
Q1 		$4K Hold
109
– – ﹤0.01% 287
2014
Q4 		$4K Buy
+109
New +$4.23K ﹤0.01% 281

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

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

AllSquare Wealth Management held its Sysco (SYY) position steady in Q3 2025 at 824 shares worth $67.8K. The position accounts for 0.04% of the portfolio, ranked #205.

AllSquare Wealth Management first reported a position in SYY in Q4 2014 and has held it in 25 quarters since. 1,551 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • AllSquare Wealth Management held 824 shares of Sysco worth $67.8K as of Q3 2025.
  • AllSquare Wealth Management left its Sysco share count unchanged in Q3 2025.
  • Sysco made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #205 holding.
  • AllSquare Wealth Management first reported a position in Sysco in Q4 2014 and has held it in 25 quarters since.
  • 1,551 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.