Diversify Advisory Services’s Sysco SYY Stock Holding History

Diversify Advisory Services’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 Q3	$1.12M	Buy	13,592 +17	+0.1%	+$1.4K	0.02%	628
2026 Q2	$1.14M	Buy	+13,575	New	+$1.03M	0.02%	581
2026 Q1	–	Sell	-4,314	Closed	-$340K	–	788
2025 Q4	$340K	Sell	4,314 -473	-10%	-$36K	0.01%	720
2025 Q3	$349K	Buy	4,787 +2,029	+74%	+$162K	0.01%	672
2025 Q2	$223K	Buy	+2,758	New	+$200K	0.01%	760
2025 Q1	–	Sell	-12,373	Closed	-$911K	–	691
2024 Q4	$911K	Sell	12,373 -2,039	-14%	-$156K	0.05%	241
2024 Q3	$1.08M	Sell	14,412 -1,612	-10%	-$121K	0.06%	243
2024 Q2	$1.11M	Sell	16,024 -4,785	-23%	-$358K	0.06%	228
2024 Q1	$1.68M	Buy	+20,809	New	+$1.64M	0.1%	172

Other funds holding SYY

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Diversify Advisory Services's SYY Position: Q3 2026 in Review

Diversify Advisory Services increased its Sysco (SYY) stake by 0.13% in Q3 2026, buying an estimated $1.4K and bringing the position to 13,592 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #628.

Diversify Advisory Services first reported a position in SYY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.68M in Q1 2024. 337 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

Diversify Advisory Services held 13,592 shares of Sysco worth $1.12M as of Q3 2026.
Diversify Advisory Services bought 17 Sysco shares in Q3 2026, an estimated $1.4K.
Sysco made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #628 holding.
Diversify Advisory Services first reported a position in Sysco in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Sysco position peaked at $1.68M in Q1 2024.
337 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.