HWAM
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Hennion & Walsh Asset Management’s Sysco SYY Stock Holding History

Hennion & Walsh Asset 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
Q3 		$5.29M Sell
67,843
-770
-1% -$63.3K 0.15% 165
2026
Q2 		$5.73M Buy
68,613
+550
+0.8% +$41.6K 0.16% 161
2026
Q1 		$4.85M Sell
68,063
-99
-0.1% -$8.18K 0.16% 156
2025
Q4 		$5.02M Buy
68,162
+716
+1% +$54.5K 0.17% 144
2025
Q3 		$5.55M Buy
67,446
+963
+1% +$77K 0.2% 121
2025
Q2 		$5.04M Buy
66,483
+22
+0% +$1.6K 0.2% 112
2025
Q1 		$4.99M Buy
66,461
+1,067
+2% +$78.2K 0.22% 98
2024
Q4 		$5M Buy
65,394
+1,211
+2% +$92.7K 0.23% 95
2024
Q3 		$4.99M Buy
64,183
+70
+0.1% +$5.26K 0.23% 98
2024
Q2 		$4.58M Buy
64,113
+1,577
+3% +$118K 0.24% 94
2024
Q1 		$5.08M Buy
62,536
+1,446
+2% +$114K 0.27% 80
2023
Q4 		$4.47M Hold
61,090
– – 0.26% 87
2023
Q3 		$4.03M Hold
61,090
– – 0.26% 91
2023
Q2 		$4.53M Buy
61,090
+5,000
+9% +$370K 0.27% 85
2023
Q1 		$4.33M Hold
56,090
– – 0.27% 91
2022
Q4 		$4.29M Buy
56,090
+19,430
+53% +$1.57M 0.26% 94
2022
Q3 		$2.59M Hold
36,660
– – 0.17% 155
2022
Q2 		$3.1M Hold
36,660
– – 0.19% 136
2022
Q1 		$2.99M Hold
36,660
– – 0.16% 171
2021
Q4 		$2.88M Sell
36,660
-8,271
-18% -$637K 0.14% 190
2021
Q3 		$3.53M Sell
44,931
-1,535
-3% -$117K 0.19% 157
2021
Q2 		$3.61M Sell
46,466
-6,665
-13% -$538K 0.19% 140
2021
Q1 		$4.18M Buy
+53,131
New +$4.12M 0.25% 102

Other funds holding SYY

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Hennion & Walsh Asset Management's SYY Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Sysco (SYY) stake by 1.1% in Q3 2026, selling an estimated $63.3K and leaving 67,843 shares worth $5.29M. The position accounts for 0.15% of the portfolio, ranked #165.

Hennion & Walsh Asset Management first reported a position in SYY in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.73M in Q2 2026. 118 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Hennion & Walsh Asset Management held 67,843 shares of Sysco worth $5.29M as of Q3 2026.
  • Hennion & Walsh Asset Management sold 770 Sysco shares in Q3 2026, an estimated $63.3K.
  • Sysco made up 0.15% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #165 holding.
  • Hennion & Walsh Asset Management first reported a position in Sysco in Q1 2021 and has held it in 23 quarters since.
  • Hennion & Walsh Asset Management's Sysco position peaked at $5.73M in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.