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	$548K	Buy	30,401 +19,229	+172%	+$1.46M	0.07%	245
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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return

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

Curated Wealth Partners increased its Sysco (SYY) stake by 172% in Q2 2026, buying an estimated $1.46M and bringing the position to 30,401 shares worth $548K. The position accounts for 0.07% of the portfolio, ranked #245.

Curated Wealth Partners first reported a position in SYY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.25M in Q1 2025. 555 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Curated Wealth Partners held 30,401 shares of Sysco worth $548K as of Q2 2026.
Curated Wealth Partners bought 19,229 Sysco shares in Q2 2026, an estimated $1.46M.
Sysco made up 0.07% of Curated Wealth Partners's portfolio in Q2 2026, its #245 holding.
Curated Wealth Partners first reported a position in Sysco in Q2 2024 and has held it in 9 quarters since.
Curated Wealth Partners's Sysco position peaked at $1.25M in Q1 2025.
555 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.