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Hopwood Financial Services’s Sysco SYY Stock Holding History

Hopwood Financial Services’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
-150
Closed -$12.4K – 263
2025
Q3 		$12.4K Hold
150
– – 0.01% 241
2025
Q2 		$11.4K Hold
150
– – 0.01% 226
2025
Q1 		$11.3K Sell
150
-700
-82% -$51.3K 0.01% 228
2024
Q4 		$65K Buy
+850
New +$65.1K 0.05% 136

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hopwood Financial Services's SYY Position: Q4 2025 in Review

Hopwood Financial Services sold out of Sysco (SYY) in Q4 2025, closing a stake of 150 shares — an estimated $12.4K sold.

Hopwood Financial Services first reported a position in SYY in Q4 2024 and held it in 4 quarters. The position peaked at $65K in Q4 2024. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • Hopwood Financial Services reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 150 Sysco shares in Q4 2025, an estimated $12.4K.
  • Hopwood Financial Services first reported a position in Sysco in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Sysco position peaked at $65K in Q4 2024.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.