BWP
SYY icon

BSW Wealth Partners’s Sysco SYY Stock Holding History

BSW Wealth Partners’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 		$649K Buy
7,765
+647
+9% +$49K 0.07% 151
2026
Q1 		$508K Buy
7,118
+1,024
+17% +$84.7K 0.06% 175
2025
Q4 		$449K Sell
6,094
-793
-12% -$60.3K 0.05% 191
2025
Q3 		$567K Buy
6,887
+438
+7% +$35K 0.07% 156
2025
Q2 		$488K Buy
6,449
+146
+2% +$10.6K 0.07% 167
2025
Q1 		$473K Sell
6,303
-430
-6% -$31.5K 0.07% 161
2024
Q4 		$515K Sell
6,733
-196
-3% -$15K 0.08% 158
2024
Q3 		$541K Buy
6,929
+2,000
+41% +$150K 0.08% 140
2024
Q2 		$352K Buy
4,929
+395
+9% +$29.5K 0.06% 184
2024
Q1 		$368K Buy
4,534
+660
+17% +$52K 0.06% 179
2023
Q4 		$283K Buy
3,874
+91
+2% +$6.28K 0.06% 210
2023
Q3 		$250K Sell
3,783
-1,377
-27% -$98.9K 0.06% 203
2023
Q2 		$383K Sell
5,160
-39
-0.8% -$2.88K 0.08% 149
2023
Q1 		$401K Buy
5,199
+1,453
+39% +$112K 0.08% 172
2022
Q4 		$286K Sell
3,746
-1,295
-26% -$105K 0.06% 229
2022
Q3 		$356K Buy
5,041
+2,503
+99% +$208K 0.09% 151
2022
Q2 		$215K Buy
+2,538
New +$213K 0.05% 246

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

BSW Wealth Partners's SYY Position: Q2 2026 in Review

BSW Wealth Partners increased its Sysco (SYY) stake by 9.1% in Q2 2026, buying an estimated $49K and bringing the position to 7,765 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #151.

BSW Wealth Partners first reported a position in SYY in Q2 2022 and has held it in 17 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • BSW Wealth Partners held 7,765 shares of Sysco worth $649K as of Q2 2026.
  • BSW Wealth Partners bought 647 Sysco shares in Q2 2026, an estimated $49K.
  • Sysco made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • BSW Wealth Partners first reported a position in Sysco in Q2 2022 and has held it in 17 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.