HWMO
SYY icon

Heritage Wealth Management (Ohio)’s Sysco SYY Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-5,300
Closed -$391K – 241
2025
Q4 		$391K Sell
5,300
-250
-5% -$19K 0.11% 178
2025
Q3 		$457K Hold
5,550
– – 0.13% 151
2025
Q2 		$420K Hold
5,550
– – 0.14% 157
2025
Q1 		$416K Hold
5,550
– – 0.14% 156
2024
Q4 		$424K Hold
5,550
– – 0.14% 147
2024
Q3 		$433K Hold
5,550
– – 0.14% 151
2024
Q2 		$387K Buy
+5,550
New +$415K 0.13% 157

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s SYY Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Sysco (SYY) in Q1 2026, closing a stake of 5,300 shares — an estimated $391K sold.

Heritage Wealth Management (Ohio) first reported a position in SYY in Q2 2024 and held it in 7 quarters. The position peaked at $457K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 5,300 Sysco shares in Q1 2026, an estimated $391K.
  • Heritage Wealth Management (Ohio) first reported a position in Sysco in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Sysco position peaked at $457K in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.