Asset Planning Inc
SYY icon

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
Q3 		$166K Hold
2,125
– – 0.11% 100
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
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

Asset Planning Inc's SYY Position: Q3 2026 in Review

Asset Planning Inc held its Sysco (SYY) position steady in Q3 2026 at 2,125 shares worth $166K. The position accounts for 0.11% of the portfolio, ranked #100.

Asset Planning Inc first reported a position in SYY in Q4 2024 and has held it in 8 quarters since. The position peaked at $178K in Q2 2026. 1,387 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Asset Planning Inc held 2,125 shares of Sysco worth $166K as of Q3 2026.
  • Asset Planning Inc left its Sysco share count unchanged in Q3 2026.
  • Sysco made up 0.11% of Asset Planning Inc's portfolio in Q3 2026, its #100 holding.
  • Asset Planning Inc first reported a position in Sysco in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Sysco position peaked at $178K in Q2 2026.
  • 1,387 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.