HWA
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HHM Wealth Advisors’s Sysco SYY Stock Holding History

HHM 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
2026
Q2 		$25.1K Hold
300
– – ﹤0.01% 492
2026
Q1 		$21.4K Hold
300
– – ﹤0.01% 500
2025
Q4 		$22.1K Sell
300
-34
-10% -$2.59K ﹤0.01% 482
2025
Q3 		$27.5K Sell
334
-233
-41% -$18.6K ﹤0.01% 459
2025
Q2 		$42.9K Sell
567
-32
-5% -$2.32K 0.01% 395
2025
Q1 		$45K Sell
599
-21
-3% -$1.54K 0.01% 377
2024
Q4 		$47.4K Buy
620
+321
+107% +$24.6K 0.01% 365
2024
Q3 		$23.3K Buy
299
+265
+779% +$19.9K ﹤0.01% 441
2024
Q2 		$2.43K Hold
34
– – ﹤0.01% 695
2024
Q1 		$2.76K Hold
34
– – ﹤0.01% 673
2023
Q4 		$2.49K Hold
34
– – ﹤0.01% 679
2023
Q3 		$2.25K Hold
34
– – ﹤0.01% 710
2023
Q2 		$2.52K Sell
34
-22
-39% -$1.63K ﹤0.01% 721
2023
Q1 		$4.33K Hold
56
– – ﹤0.01% 661
2022
Q4 		$4.28K Buy
56
+22
+65% +$1.78K ﹤0.01% 547
2022
Q3 		$2K Hold
34
– – ﹤0.01% 608
2022
Q2 		$3K Sell
34
-150
-82% -$12.6K ﹤0.01% 722
2022
Q1 		$15K Sell
184
-925
-83% -$74.8K ﹤0.01% 486
2021
Q4 		$87K Buy
1,109
+1,070
+2,744% +$82.4K 0.02% 233
2021
Q3 		$3K Hold
39
– – ﹤0.01% 582
2021
Q2 		$3K Hold
39
– – ﹤0.01% 564
2021
Q1 		$3K Buy
+39
New +$3.02K ﹤0.01% 527
2020
Q2 		– Sell
-67
Closed -$3K – 527
2020
Q1 		$3K Buy
+67
New +$4.64K ﹤0.01% 424

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return

HHM Wealth Advisors's SYY Position: Q2 2026 in Review

HHM Wealth Advisors held its Sysco (SYY) position steady in Q2 2026 at 300 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

HHM Wealth Advisors first reported a position in SYY in Q1 2020 and has held it in 23 quarters since. The position peaked at $87K in Q4 2021. 519 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • HHM Wealth Advisors held 300 shares of Sysco worth $25.1K as of Q2 2026.
  • HHM Wealth Advisors left its Sysco share count unchanged in Q2 2026.
  • Sysco made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #492 holding.
  • HHM Wealth Advisors first reported a position in Sysco in Q1 2020 and has held it in 23 quarters since.
  • HHM Wealth Advisors's Sysco position peaked at $87K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.