Gladstone Institutional Advisory’s Sysco SYY Stock Holding History

Gladstone Institutional Advisory’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	$285K	Buy	3,998 +5	+0.1%	+$413	0.01%	683
2025 Q4	$294K	Sell	3,993 -40	-1%	-$3.04K	0.01%	632
2025 Q3	$332K	Buy	4,033 +5	+0.1%	+$400	0.01%	614
2025 Q2	$305K	Sell	4,028 -93	-2%	-$6.75K	0.01%	606
2025 Q1	$309K	Sell	4,121 -252	-6%	-$18.5K	0.01%	582
2024 Q4	$334K	Sell	4,373 -152	-3%	-$11.6K	0.02%	556
2024 Q3	$353K	Sell	4,525 -282	-6%	-$21.2K	0.02%	531
2024 Q2	$343K	Buy	4,807 +753	+19%	+$56.3K	0.02%	511
2024 Q1	$329K	Sell	4,054 -375	-8%	-$29.6K	0.02%	514
2023 Q4	$324K	Buy	4,429 +425	+11%	+$29.3K	0.02%	506
2023 Q3	$264K	Sell	4,004 -1,929	-33%	-$139K	0.02%	514
2023 Q2	$440K	Sell	5,933 -47	-0.8%	-$3.48K	0.03%	430
2023 Q1	$462K	Sell	5,980 -286	-5%	-$21.9K	0.03%	423
2022 Q4	$479K	Buy	6,266 +1,286	+26%	+$104K	0.03%	407
2022 Q3	$352K	Buy	4,980 +1,666	+50%	+$139K	0.03%	461
2022 Q2	$281K	Sell	3,314 -530	-14%	-$44.4K	0.02%	520
2022 Q1	$314K	Buy	+3,844	New	+$311K	0.02%	535

Other funds holding SYY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gladstone Institutional Advisory's SYY Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Sysco (SYY) stake by 0.13% in Q1 2026, buying an estimated $413 and bringing the position to 3,998 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #683.

Gladstone Institutional Advisory first reported a position in SYY in Q1 2022 and has held it in 17 quarters since. The position peaked at $479K in Q4 2022. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

Gladstone Institutional Advisory held 3,998 shares of Sysco worth $285K as of Q1 2026.
Gladstone Institutional Advisory bought 5 Sysco shares in Q1 2026, an estimated $413.
Sysco made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #683 holding.
Gladstone Institutional Advisory first reported a position in Sysco in Q1 2022 and has held it in 17 quarters since.
Gladstone Institutional Advisory's Sysco position peaked at $479K in Q4 2022.
1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.