Curated Wealth Partners’s Sysco SYY Stock Holding History

Curated 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	–	Sell	-11,172	Closed	-$797K	–	265
2026 Q1	$797K	Sell	11,172 -2,329	-17%	-$193K	0.1%	81
2025 Q4	$995K	Sell	13,501 -751	-5%	-$57.1K	0.11%	69
2025 Q3	$1.17M	Buy	14,252 +237	+2%	+$19K	0.14%	52
2025 Q2	$1.06M	Sell	14,015 -2,644	-16%	-$192K	0.12%	52
2025 Q1	$1.25M	Buy	16,659 +599	+4%	+$43.9K	0.16%	39
2024 Q4	$1.23M	Buy	16,060 +1,162	+8%	+$89K	0.14%	41
2024 Q3	$1.16M	Buy	14,898 +3,857	+35%	+$290K	0.15%	41
2024 Q2	$788K	Buy	+11,041	New	+$825K	0.11%	57

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

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

Curated Wealth Partners sold out of Sysco (SYY) in Q2 2026, closing a stake of 11,172 shares — an estimated $797K sold.

Curated Wealth Partners first reported a position in SYY in Q2 2024 and held it in 8 quarters. The position peaked at $1.25M in Q1 2025. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Curated Wealth Partners reported no remaining Sysco position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 11,172 Sysco shares in Q2 2026, an estimated $797K.
Curated Wealth Partners first reported a position in Sysco in Q2 2024 and held it in 8 quarters.
Curated Wealth Partners's Sysco position peaked at $1.25M in Q1 2025.
1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

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