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Congress Wealth Management’s Sysco SYY Stock Holding History

Congress 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
2025
Q2 		$4.41M Buy
58,161
+46,083
+382% +$3.35M 0.04% 415
2025
Q1 		$905K Buy
12,078
+57
+0.5% +$4.18K 0.01% 654
2024
Q4 		$866K Buy
12,021
+813
+7% +$62.2K 0.01% 541
2024
Q3 		$875K Buy
+11,208
New +$843K 0.01% 535

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's SYY Position: Q2 2025 in Review

Congress Wealth Management increased its Sysco (SYY) stake by 382% in Q2 2025, buying an estimated $3.35M and bringing the position to 58,161 shares worth $4.41M. The position accounts for 0.04% of the portfolio, ranked #415.

Congress Wealth Management first reported a position in SYY in Q3 2024 and has held it in 4 quarters since. 1,512 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

  • Congress Wealth Management held 58,161 shares of Sysco worth $4.41M as of Q2 2025.
  • Congress Wealth Management bought 46,083 Sysco shares in Q2 2025, an estimated $3.35M.
  • Sysco made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #415 holding.
  • Congress Wealth Management first reported a position in Sysco in Q3 2024 and has held it in 4 quarters since.
  • 1,512 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.