Asset Planning Inc’s Sysco SYY Stock Holding History

Asset Planning Inc’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	$178K	Hold	2,125	–	–	0.12%	99
2026 Q1	$152K	Hold	2,125	–	–	0.11%	94
2025 Q4	$157K	Hold	2,125	–	–	0.11%	90
2025 Q3	$175K	Hold	2,125	–	–	0.13%	88
2025 Q2	$161K	Hold	2,125	–	–	0.12%	92
2025 Q1	$159K	Hold	2,125	–	–	0.13%	88
2024 Q4	$162K	Buy	+2,125	New	+$163K	0.12%	84

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Asset Planning Inc's SYY Position: Q2 2026 in Review

Asset Planning Inc held its Sysco (SYY) position steady in Q2 2026 at 2,125 shares worth $178K. The position accounts for 0.12% of the portfolio, ranked #99.

Asset Planning Inc first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Asset Planning Inc held 2,125 shares of Sysco worth $178K as of Q2 2026.
Asset Planning Inc left its Sysco share count unchanged in Q2 2026.
Sysco made up 0.12% of Asset Planning Inc's portfolio in Q2 2026, its #99 holding.
Asset Planning Inc first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.