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 Q2	$509K	Buy	6,093 +2,095	+52%	+$159K	0.02%	586
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gladstone Institutional Advisory's SYY Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Sysco (SYY) stake by 52% in Q2 2026, buying an estimated $159K and bringing the position to 6,093 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #586.

Gladstone Institutional Advisory first reported a position in SYY in Q1 2022 and has held it in 18 quarters since. 1,638 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Gladstone Institutional Advisory held 6,093 shares of Sysco worth $509K as of Q2 2026.
Gladstone Institutional Advisory bought 2,095 Sysco shares in Q2 2026, an estimated $159K.
Sysco made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #586 holding.
Gladstone Institutional Advisory first reported a position in Sysco in Q1 2022 and has held it in 18 quarters since.
1,638 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.