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 Q2	$443K	Buy	+5,300	New	+$401K	0.11%	180
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 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

Heritage Wealth Management (Ohio)'s SYY Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Sysco (SYY) in Q2 2026: 5,300 shares worth $443K. The stake represents 0.11% of the portfolio and ranks #180 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SYY as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in SYY in Q2 2024 and has held it in 8 quarters since. The position peaked at $457K in Q3 2025. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Heritage Wealth Management (Ohio) held 5,300 shares of Sysco worth $443K as of Q2 2026.
Sysco was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Sysco made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #180 holding.
Heritage Wealth Management (Ohio) first reported a position in Sysco in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Sysco position peaked at $457K in Q3 2025.
1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.