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Atria Wealth Solutions’s Sysco SYY Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.31M Sell
30,445
-38,559
-56% -$2.8M 0.05% 381
2025
Q1 		$5.18M Buy
69,004
+423
+0.6% +$31K 0.06% 327
2024
Q4 		$5.24M Buy
68,581
+9,913
+17% +$759K 0.06% 342
2024
Q3 		$4.58M Buy
58,668
+2,944
+5% +$221K 0.05% 372
2024
Q2 		$3.98M Sell
55,724
-374
-0.7% -$27.9K 0.04% 395
2024
Q1 		$4.55M Buy
56,098
+3,538
+7% +$279K 0.05% 362
2023
Q4 		$3.84M Buy
52,560
+7,156
+16% +$494K 0.05% 378
2023
Q3 		$3M Buy
45,404
+8,105
+22% +$582K 0.04% 431
2023
Q2 		$2.77M Buy
37,299
+3,568
+11% +$264K 0.04% 465
2023
Q1 		$2.6M Sell
33,731
-1,134
-3% -$87K 0.04% 451
2022
Q4 		$2.67M Buy
34,865
+8,928
+34% +$721K 0.04% 418
2022
Q3 		$1.83M Buy
25,937
+18,081
+230% +$1.51M 0.03% 517
2022
Q2 		$666K Sell
7,856
-10,499
-57% -$879K 0.01% 853
2022
Q1 		$1.5M Buy
+18,355
New +$1.48M 0.03% 572

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's SYY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Sysco (SYY) stake by 56% in Q2 2025, selling an estimated $2.8M and leaving 30,445 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #381.

Atria Wealth Solutions first reported a position in SYY in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.24M in Q4 2024. 1,510 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

  • Atria Wealth Solutions held 30,445 shares of Sysco worth $2.31M as of Q2 2025.
  • Atria Wealth Solutions sold 38,559 Sysco shares in Q2 2025, an estimated $2.8M.
  • Sysco made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #381 holding.
  • Atria Wealth Solutions first reported a position in Sysco in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Sysco position peaked at $5.24M in Q4 2024.
  • 1,510 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.