IAG Wealth Partners’s Sysco SYY Stock Holding History

IAG Wealth Partners’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	–	Sell	-100	Closed	-$8.36K	–	548
2026 Q2	$8.36K	Hold	100	–	–	﹤0.01%	390
2026 Q1	$7.13K	Hold	100	–	–	﹤0.01%	405
2025 Q4	$7.37K	Hold	100	–	–	﹤0.01%	385
2025 Q3	$8.23K	Hold	100	–	–	﹤0.01%	392
2025 Q2	$7.57K	Hold	100	–	–	﹤0.01%	371
2025 Q1	$7.5K	Hold	100	–	–	﹤0.01%	367
2024 Q4	$7.65K	Hold	100	–	–	﹤0.01%	376
2024 Q3	$7.81K	Hold	100	–	–	﹤0.01%	372
2024 Q2	$7.14K	Hold	100	–	–	﹤0.01%	365
2024 Q1	$8.12K	Hold	100	–	–	﹤0.01%	342
2023 Q4	$7.31K	Hold	100	–	–	﹤0.01%	341
2023 Q3	$6.6K	Hold	100	–	–	﹤0.01%	342
2023 Q2	$7.42K	Hold	100	–	–	﹤0.01%	344
2023 Q1	$7.72K	Hold	100	–	–	﹤0.01%	342
2022 Q4	$7.64K	Hold	100	–	–	﹤0.01%	316
2022 Q3	$7K	Buy	+100	New	+$8.33K	﹤0.01%	311
2022 Q2	–	Sell	-10	Closed	-$1K	–	479
2022 Q1	$1K	Buy	+10	New	+$808	﹤0.01%	428
2021 Q2	–	Sell	-43	Closed	-$4K	–	395
2021 Q1	$4K	Hold	43	–	–	﹤0.01%	325
2020 Q4	$4K	Hold	43	–	–	﹤0.01%	310
2020 Q3	$3K	Hold	43	–	–	﹤0.01%	312
2020 Q2	$3K	Buy	43 +8	+23%	+$421	﹤0.01%	330
2020 Q1	$2K	Buy	+35	New	+$2.42K	﹤0.01%	355

Other funds holding SYY

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

IAG Wealth Partners's SYY Position: Q3 2026 in Review

IAG Wealth Partners sold out of Sysco (SYY) in Q3 2026, closing a stake of 100 shares — an estimated $8.36K sold.

IAG Wealth Partners first reported a position in SYY in Q1 2020 and held it in 22 quarters. The position peaked at $8.36K in Q2 2026. 1,213 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

IAG Wealth Partners reported no remaining Sysco position as of Q3 2026 after selling out during the quarter.
IAG Wealth Partners sold 100 Sysco shares in Q3 2026, an estimated $8.36K.
IAG Wealth Partners first reported a position in Sysco in Q1 2020 and held it in 22 quarters.
IAG Wealth Partners's Sysco position peaked at $8.36K in Q2 2026.
1,213 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.