AAS
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Avantax Advisory Services’s Sysco SYY Stock Holding History

Avantax Advisory Services’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 		$3.21M Buy
42,318
+15,613
+58% +$1.13M 0.02% 596
2025
Q1 		$2M Buy
26,705
+438
+2% +$32.1K 0.01% 742
2024
Q4 		$2.01M Sell
26,267
-5,191
-17% -$397K 0.01% 707
2024
Q3 		$2.46M Sell
31,458
-1,242
-4% -$93.4K 0.02% 604
2024
Q2 		$2.33M Sell
32,700
-2,314
-7% -$173K 0.02% 601
2024
Q1 		$2.84M Buy
35,014
+14,174
+68% +$1.12M 0.03% 448
2023
Q4 		$1.52M Buy
20,840
+1,411
+7% +$97.4K 0.02% 587
2023
Q3 		$1.28M Sell
19,429
-3,071
-14% -$221K 0.01% 596
2023
Q2 		$1.67M Buy
22,500
+507
+2% +$37.5K 0.02% 512
2023
Q1 		$1.7M Buy
21,993
+3,743
+21% +$287K 0.02% 486
2022
Q4 		$1.4M Sell
18,250
-1,298
-7% -$105K 0.02% 521
2022
Q3 		$1.38M Sell
19,548
-1,549
-7% -$129K 0.02% 466
2022
Q2 		$1.79M Buy
21,097
+1,055
+5% +$88.4K 0.03% 401
2022
Q1 		$1.63M Buy
20,042
+3,162
+19% +$256K 0.02% 424
2021
Q4 		$1.33M Buy
16,880
+299
+2% +$23K 0.02% 449
2021
Q3 		$1.3M Buy
16,581
+472
+3% +$36K 0.02% 417
2021
Q2 		$1.26M Sell
16,109
-2,735
-15% -$221K 0.02% 430
2021
Q1 		$1.49M Sell
18,844
-914
-5% -$70.9K 0.03% 356
2020
Q4 		$1.47M Sell
19,758
-25,546
-56% -$1.76M 0.03% 319
2020
Q3 		$2.81M Buy
45,304
+28,397
+168% +$1.65M 0.05% 297
2020
Q2 		$921K Buy
16,907
+5,643
+50% +$297K 0.03% 360
2020
Q1 		$515K Buy
11,264
+83
+0.7% +$5.74K 0.02% 432
2019
Q4 		$957K Buy
11,181
+7,373
+194% +$597K 0.02% 343
2019
Q3 		$304K Buy
3,808
+448
+13% +$32.9K 0.01% 431
2019
Q2 		$238K Buy
3,360
+277
+9% +$19.7K 0.01% 444
2019
Q1 		$206K Buy
+3,083
New +$201K 0.01% 456

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's SYY Position: Q2 2025 in Review

Avantax Advisory Services increased its Sysco (SYY) stake by 58% in Q2 2025, buying an estimated $1.13M and bringing the position to 42,318 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #596.

Avantax Advisory Services first reported a position in SYY in Q1 2019 and has held it in 26 quarters since. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

  • Avantax Advisory Services held 42,318 shares of Sysco worth $3.21M as of Q2 2025.
  • Avantax Advisory Services bought 15,613 Sysco shares in Q2 2025, an estimated $1.13M.
  • Sysco made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #596 holding.
  • Avantax Advisory Services first reported a position in Sysco in Q1 2019 and has held it in 26 quarters since.
  • 1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.