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Gen-Wealth Partners’s Sysco SYY Stock Holding History

Gen-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 		$316K Sell
3,781
-318
-8% -$24.1K 0.09% 193
2026
Q1 		$292K Buy
4,099
+78
+2% +$6.45K 0.09% 212
2025
Q4 		$296K Sell
4,021
-2,203
-35% -$168K 0.1% 219
2025
Q3 		$512K Sell
6,224
-136
-2% -$10.9K 0.17% 142
2025
Q2 		$482K Sell
6,360
-573
-8% -$41.6K 0.19% 143
2025
Q1 		$520K Sell
6,933
-170
-2% -$12.5K 0.22% 125
2024
Q4 		$543K Buy
7,103
+315
+5% +$24.1K 0.23% 117
2024
Q3 		$504K Buy
6,788
+621
+10% +$46.7K 0.22% 132
2024
Q2 		$440K Buy
6,167
+633
+11% +$47.3K 0.21% 119
2024
Q1 		$449K Buy
+5,534
New +$436K 0.22% 116

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Gen-Wealth Partners's SYY Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Sysco (SYY) stake by 7.8% in Q2 2026, selling an estimated $24.1K and leaving 3,781 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #193.

Gen-Wealth Partners first reported a position in SYY in Q1 2024 and has held it in 10 quarters since. The position peaked at $543K in Q4 2024. 1,050 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Gen-Wealth Partners held 3,781 shares of Sysco worth $316K as of Q2 2026.
  • Gen-Wealth Partners sold 318 Sysco shares in Q2 2026, an estimated $24.1K.
  • Sysco made up 0.09% of Gen-Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Gen-Wealth Partners first reported a position in Sysco in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Sysco position peaked at $543K in Q4 2024.
  • 1,050 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.