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Bar Harbor Wealth Management’s Sysco SYY Stock Holding History

Bar Harbor 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 		$10.7M Sell
127,602
-175
-0.1% -$13.2K 0.57% 44
2026
Q1 		$9.11M Buy
127,777
+46
+0% +$3.8K 0.53% 51
2025
Q4 		$9.41M Buy
127,731
+2,178
+2% +$166K 0.54% 50
2025
Q3 		$10.3M Buy
125,553
+447
+0.4% +$35.7K 0.62% 45
2025
Q2 		$9.48M Sell
125,106
-700
-0.6% -$50.8K 0.61% 50
2025
Q1 		$9.44M Buy
125,806
+246
+0.2% +$18K 0.63% 48
2024
Q4 		$9.6M Sell
125,560
-1,250
-1% -$95.7K 0.63% 46
2024
Q3 		$9.9M Sell
126,810
-11
-0% -$827 0.63% 48
2024
Q2 		$9.05M Sell
126,821
-559
-0.4% -$41.8K 0.6% 50
2024
Q1 		$10.3M Sell
127,380
-815
-0.6% -$64.2K 0.69% 44
2023
Q4 		$9.37M Buy
128,195
+1,160
+0.9% +$80.1K 0.7% 43
2023
Q3 		$8.39M Sell
127,035
-178
-0.1% -$12.8K 0.67% 43
2023
Q2 		$9.44M Sell
127,213
-1,334
-1% -$98.6K 0.72% 42
2023
Q1 		$9.93M Sell
128,547
-500
-0.4% -$38.4K 0.79% 39
2022
Q4 		$9.87M Sell
129,047
-68
-0.1% -$5.49K 0.79% 38
2022
Q3 		$9.13M Sell
129,115
-66
-0.1% -$5.5K 0.79% 42
2022
Q2 		$10.9M Buy
129,181
+3,413
+3% +$286K 0.88% 34
2022
Q1 		$10.3M Hold
125,768
– – 0.92% 33
2021
Q4 		$9.88M Sell
125,768
-1,810
-1% -$139K 0.84% 36
2021
Q3 		$10M Sell
127,578
-20
-0% -$1.52K 0.94% 30
2021
Q2 		$9.92M Hold
127,598
– – 0.92% 33
2021
Q1 		$10M Sell
127,598
-5,504
-4% -$427K 0.98% 31
2020
Q4 		$9.88M Sell
133,102
-396
-0.3% -$27.2K 0.99% 28
2020
Q3 		$8.31M Sell
133,498
-1,513
-1% -$88K 0.92% 31
2020
Q2 		$7.38M Sell
135,011
-14,315
-10% -$753K 0.85% 41
2020
Q1 		$6.81M Sell
149,326
-10,685
-7% -$739K 0.92% 37
2019
Q4 		$13.7M Sell
160,011
-2,012
-1% -$163K 1.5% 14
2019
Q3 		$12.9M Sell
162,023
-301
-0.2% -$22.1K 1.49% 17
2019
Q2 		$11.5M Buy
162,324
+274
+0.2% +$19.5K 1.34% 20
2019
Q1 		$10.8M Sell
162,050
-4,657
-3% -$303K 1.3% 23
2018
Q4 		$10.4M Sell
166,707
-3,528
-2% -$238K 1.39% 23
2018
Q3 		$12.5M Sell
170,235
-72
-0% -$5.19K 1.42% 18
2018
Q2 		$11.6M Buy
170,307
+4,005
+2% +$256K 1.4% 21
2018
Q1 		$9.97M Buy
166,302
+6,291
+4% +$381K 1.22% 24
2017
Q4 		$9.72M Sell
160,011
-395
-0.2% -$22.4K 1.13% 24
2017
Q3 		$8.65M Sell
160,406
-6,559
-4% -$341K 1.05% 27
2017
Q2 		$8.4M Sell
166,965
-5,008
-3% -$267K 1.01% 28
2017
Q1 		$8.93M Sell
171,973
-7,225
-4% -$383K 1.04% 28
2016
Q4 		$9.92M Buy
179,198
+1,375
+0.8% +$71.4K 1.1% 25
2016
Q3 		$8.71M Sell
177,823
-2,623
-1% -$135K 0.99% 29
2016
Q2 		$9.16M Sell
180,446
-825
-0.5% -$39.9K 1.06% 27
2016
Q1 		$8.47M Sell
181,271
-1,899
-1% -$81.9K 1.03% 28
2015
Q4 		$7.51M Sell
183,170
-387
-0.2% -$15.9K 0.94% 31
2015
Q3 		$7.15M Buy
183,557
+195
+0.1% +$7.44K 0.95% 31
2015
Q2 		$6.62M Buy
183,362
+475
+0.3% +$17.8K 0.8% 32
2015
Q1 		$6.9M Buy
182,887
+1,786
+1% +$70.4K 0.84% 33
2014
Q4 		$7.19M Sell
181,101
-145
-0.1% -$5.62K 0.9% 30
2014
Q3 		$6.88M Buy
181,246
+750
+0.4% +$28K 0.88% 31
2014
Q2 		$6.76M Buy
180,496
+1,291
+0.7% +$47.4K 0.85% 33
2014
Q1 		$6.47M Buy
179,205
+103
+0.1% +$3.7K 0.83% 33
2013
Q4 		$6.46M Sell
179,102
-650
-0.4% -$22K 0.84% 34
2013
Q3 		$5.72M Sell
179,752
-2,670
-1% -$89.6K 0.8% 35
2013
Q2 		$6.23M Buy
+182,422
New +$6.28M 0.9% 29

Other funds holding SYY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bar Harbor Wealth Management's SYY Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Sysco (SYY) stake by 0.14% in Q2 2026, selling an estimated $13.2K and leaving 127,602 shares worth $10.7M. The position accounts for 0.57% of the portfolio, ranked #44.

Bar Harbor Wealth Management first reported a position in SYY in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.7M in Q4 2019. 251 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Bar Harbor Wealth Management held 127,602 shares of Sysco worth $10.7M as of Q2 2026.
  • Bar Harbor Wealth Management sold 175 Sysco shares in Q2 2026, an estimated $13.2K.
  • Sysco made up 0.57% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Bar Harbor Wealth Management first reported a position in Sysco in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's Sysco position peaked at $13.7M in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.