Heartwood Wealth Advisors’s Sysco SYY Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-1,605	Closed	-$132K	–	547
2025 Q3	$132K	Buy	+1,605	New	+$128K	0.01%	232

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heartwood Wealth Advisors's SYY Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Sysco (SYY) in Q4 2025, closing a stake of 1,605 shares — an estimated $132K sold.

Heartwood Wealth Advisors first reported a position in SYY in Q3 2025 and held it in 1 quarter. The position peaked at $132K in Q3 2025. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,605 Sysco shares in Q4 2025, an estimated $132K.
Heartwood Wealth Advisors first reported a position in Sysco in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Sysco position peaked at $132K in Q3 2025.
1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.