Bogart Wealth LLC’s Sysco SYY Stock Holding History

Bogart Wealth LLC’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	$94.7K	Buy	1,133 +100	+10%	+$7.57K	﹤0.01%	392
2026 Q1	$73.6K	Buy	1,033 +32	+3%	+$2.65K	﹤0.01%	412
2025 Q4	$73.8K	Sell	1,001 -51	-5%	-$3.88K	﹤0.01%	385
2025 Q3	$86.6K	Buy	1,052 +27	+3%	+$2.16K	﹤0.01%	347
2025 Q2	$77.7K	Buy	1,025 +15	+1%	+$1.09K	﹤0.01%	360
2025 Q1	$75.8K	Buy	1,010 +32	+3%	+$2.35K	﹤0.01%	337
2024 Q4	$74.8K	Buy	978 +2	+0.2%	+$153	﹤0.01%	342
2024 Q3	$76.2K	Buy	976 +1	+0.1%	+$75	﹤0.01%	337
2024 Q2	$69.6K	Buy	975 +1	+0.1%	+$75	﹤0.01%	339
2024 Q1	$79.1K	Buy	974 +1	+0.1%	+$79	﹤0.01%	309
2023 Q4	$71.2K	Hold	973	–	–	﹤0.01%	316
2023 Q3	$64.3K	Hold	973	–	–	﹤0.01%	303
2023 Q2	$72.2K	Hold	973	–	–	﹤0.01%	277
2023 Q1	$75.1K	Hold	973	–	–	0.01%	263
2022 Q4	$74.4K	Hold	973	–	–	0.01%	256
2022 Q3	$69K	Hold	973	–	–	0.01%	260
2022 Q2	$82K	Buy	973 +800	+462%	+$67K	0.01%	229
2022 Q1	$14K	Hold	173	–	–	﹤0.01%	447
2021 Q4	$14K	Hold	173	–	–	﹤0.01%	439
2021 Q3	$14K	Buy	+173	New	+$13.2K	﹤0.01%	416
2021 Q2	–	Sell	-394	Closed	-$31K	–	730
2021 Q1	$31K	Buy	+394	New	+$30.5K	﹤0.01%	271

Other funds holding SYY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bogart Wealth LLC's SYY Position: Q2 2026 in Review

Bogart Wealth LLC increased its Sysco (SYY) stake by 9.7% in Q2 2026, buying an estimated $7.57K and bringing the position to 1,133 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Bogart Wealth LLC first reported a position in SYY in Q1 2021 and has held it in 21 quarters since. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Bogart Wealth LLC held 1,133 shares of Sysco worth $94.7K as of Q2 2026.
Bogart Wealth LLC bought 100 Sysco shares in Q2 2026, an estimated $7.57K.
Sysco made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #392 holding.
Bogart Wealth LLC first reported a position in Sysco in Q1 2021 and has held it in 21 quarters since.
1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.