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Diversify Wealth Management’s Sysco SYY Stock Holding History

Diversify 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
2026
Q1 		$990K Buy
13,390
+4,217
+46% +$349K 0.02% 600
2025
Q4 		$698K Buy
9,173
+143
+2% +$10.9K 0.03% 377
2025
Q3 		$658K Sell
9,030
-593
-6% -$47.4K 0.04% 340
2025
Q2 		$777K Hold
9,623
– – 0.05% 308
2025
Q1 		$676K Buy
9,623
+606
+7% +$44.4K 0.05% 299
2024
Q4 		$664K Buy
9,017
+611
+7% +$46.8K 0.05% 292
2024
Q3 		$627K Buy
8,406
+900
+12% +$67.7K 0.06% 271
2024
Q2 		$560K Buy
+7,506
New +$561K 0.07% 245

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diversify Wealth Management's SYY Position: Q1 2026 in Review

Diversify Wealth Management increased its Sysco (SYY) stake by 46% in Q1 2026, buying an estimated $349K and bringing the position to 13,390 shares worth $990K. The position accounts for 0.02% of the portfolio, ranked #600.

Diversify Wealth Management first reported a position in SYY in Q2 2024 and has held it in 8 quarters since. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Diversify Wealth Management held 13,390 shares of Sysco worth $990K as of Q1 2026.
  • Diversify Wealth Management bought 4,217 Sysco shares in Q1 2026, an estimated $349K.
  • Sysco made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #600 holding.
  • Diversify Wealth Management first reported a position in Sysco in Q2 2024 and has held it in 8 quarters since.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.