EWA
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EverSource Wealth Advisors’s Sysco SYY Stock Holding History

EverSource Wealth Advisors’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 		$662K Sell
7,917
-626
-7% -$47.4K 0.02% 466
2026
Q1 		$609K Buy
8,543
+2,829
+50% +$234K 0.02% 520
2025
Q4 		$421K Buy
5,714
+2,411
+73% +$183K 0.02% 599
2025
Q3 		$272K Sell
3,303
-98
-3% -$7.84K 0.01% 768
2025
Q2 		$258K Buy
3,401
+369
+12% +$26.8K 0.01% 749
2025
Q1 		$228K Buy
3,032
+194
+7% +$14.2K 0.01% 609
2024
Q4 		$217K Buy
2,838
+324
+13% +$24.8K 0.01% 625
2024
Q3 		$196K Buy
2,514
+146
+6% +$11K 0.01% 563
2024
Q2 		$182K Buy
2,368
+116
+5% +$8.67K 0.01% 590
2024
Q1 		$167K Buy
2,252
+428
+23% +$33.7K 0.01% 549
2023
Q4 		$133K Buy
1,824
+142
+8% +$9.8K 0.01% 545
2023
Q3 		$111K Buy
1,682
+104
+7% +$7.47K 0.01% 538
2023
Q2 		$117K Buy
1,578
+523
+50% +$38.7K 0.01% 528
2023
Q1 		$81.5K Buy
1,055
+194
+23% +$14.9K 0.01% 615
2022
Q4 		$65.8K Buy
861
+326
+61% +$26.3K 0.01% 641
2022
Q3 		$38K Buy
535
+198
+59% +$16.5K 0.01% 712
2022
Q2 		$28K Buy
337
+25
+8% +$2.09K 0.01% 745
2022
Q1 		$25K Sell
312
-6
-2% -$485 0.01% 628
2021
Q4 		$25K Buy
+318
New +$24.5K 0.01% 603

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

EverSource Wealth Advisors's SYY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sysco (SYY) stake by 7.3% in Q2 2026, selling an estimated $47.4K and leaving 7,917 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #466.

EverSource Wealth Advisors first reported a position in SYY in Q4 2021 and has held it in 19 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • EverSource Wealth Advisors held 7,917 shares of Sysco worth $662K as of Q2 2026.
  • EverSource Wealth Advisors sold 626 Sysco shares in Q2 2026, an estimated $47.4K.
  • Sysco made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #466 holding.
  • EverSource Wealth Advisors first reported a position in Sysco in Q4 2021 and has held it in 19 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.