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GeoWealth Management’s Sysco SYY Stock Holding History

GeoWealth 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
Q2 		$659K Sell
7,885
-938
-11% -$71K 0.02% 432
2026
Q1 		$629K Buy
8,823
+276
+3% +$22.8K 0.02% 418
2025
Q4 		$630K Buy
8,547
+910
+12% +$69.2K 0.02% 390
2025
Q3 		$629K Buy
7,637
+2,757
+56% +$220K 0.02% 397
2025
Q2 		$370K Sell
4,880
-1,351
-22% -$98.1K 0.01% 484
2025
Q1 		$468K Sell
6,231
-317
-5% -$23.2K 0.02% 435
2024
Q4 		$501K Buy
6,548
+2,083
+47% +$159K 0.02% 468
2024
Q3 		$349K Sell
4,465
-173
-4% -$13K 0.01% 562
2024
Q2 		$331K Sell
4,638
-832
-15% -$62.2K 0.01% 552
2024
Q1 		$444K Buy
5,470
+3,619
+196% +$285K 0.02% 472
2023
Q4 		$135K Buy
1,851
+1,302
+237% +$89.9K 0.01% 551
2023
Q3 		$36K Buy
549
+281
+105% +$20.2K ﹤0.01% 411
2023
Q2 		$20K Buy
+268
New +$19.8K ﹤0.01% 373

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

GeoWealth Management's SYY Position: Q2 2026 in Review

GeoWealth Management reduced its Sysco (SYY) stake by 11% in Q2 2026, selling an estimated $71K and leaving 7,885 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #432.

GeoWealth Management first reported a position in SYY in Q2 2023 and has held it in 13 quarters since. 1,639 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • GeoWealth Management held 7,885 shares of Sysco worth $659K as of Q2 2026.
  • GeoWealth Management sold 938 Sysco shares in Q2 2026, an estimated $71K.
  • Sysco made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #432 holding.
  • GeoWealth Management first reported a position in Sysco in Q2 2023 and has held it in 13 quarters since.
  • 1,639 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.