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Axxcess Wealth Management’s Sysco SYY Stock Holding History

Axxcess 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
2026
Q2 		$996K Buy
+11,914
New +$902K 0.02% 530
2026
Q1 		– Sell
-11,738
Closed -$865K – 932
2025
Q4 		$865K Sell
11,738
-165
-1% -$12.6K 0.02% 539
2025
Q3 		$980K Sell
11,903
-24
-0.2% -$1.92K 0.02% 447
2025
Q2 		$903K Buy
11,927
+7,341
+160% +$533K 0.02% 452
2025
Q1 		$344K Sell
4,586
-2,966
-39% -$217K 0.01% 642
2024
Q4 		$577K Buy
7,552
+18
+0.2% +$1.38K 0.01% 513
2024
Q3 		$588K Sell
7,534
-4,549
-38% -$342K 0.01% 515
2024
Q2 		$863K Buy
12,083
+4,285
+55% +$320K 0.02% 408
2024
Q1 		$633K Sell
7,798
-4,286
-35% -$338K 0.02% 481
2023
Q4 		$884K Sell
12,084
-2,576
-18% -$178K 0.03% 383
2023
Q3 		$968K Buy
14,660
+7,330
+100% +$527K 0.03% 327
2023
Q2 		$544K Buy
+7,330
New +$542K 0.04% 338

Other funds holding SYY

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Axxcess Wealth Management's SYY Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Sysco (SYY) in Q2 2026: 11,914 shares worth $996K. The stake represents 0.02% of the portfolio and ranks #530 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SYY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SYY in Q2 2023 and has held it in 12 quarters since. 900 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Axxcess Wealth Management held 11,914 shares of Sysco worth $996K as of Q2 2026.
  • Sysco was a new Axxcess Wealth Management position in Q2 2026.
  • Sysco made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #530 holding.
  • Axxcess Wealth Management first reported a position in Sysco in Q2 2023 and has held it in 12 quarters since.
  • 900 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.