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Bernard Wealth Management’s Sysco SYY Stock Holding History

Bernard 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 		$25.1K Hold
300
– – 0.01% 178
2026
Q1 		$21.4K Hold
300
– – 0.01% 184
2025
Q4 		$22.1K Hold
300
– – 0.01% 179
2025
Q3 		$24.7K Hold
300
– – 0.01% 173
2025
Q2 		$22.7K Hold
300
– – 0.01% 172
2025
Q1 		$22.5K Hold
300
– – 0.01% 175
2024
Q4 		$22.9K Buy
+300
New +$23K 0.01% 170

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Bernard Wealth Management held its Sysco (SYY) position steady in Q2 2026 at 300 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #178.

Bernard Wealth Management first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. 1,628 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Bernard Wealth Management held 300 shares of Sysco worth $25.1K as of Q2 2026.
  • Bernard Wealth Management left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Bernard Wealth Management first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • 1,628 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.