IWA
SYY icon

Icon Wealth Advisors’s Sysco SYY Stock Holding History

Icon 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
2025
Q2 		– Sell
-2,344
Closed -$176K – 534
2025
Q1 		$176K Sell
2,344
-37
-2% -$2.71K 0.01% 379
2024
Q4 		$182K Buy
2,381
+35
+1% +$2.68K 0.02% 389
2024
Q3 		$183K Buy
2,346
+98
+4% +$7.37K 0.02% 373
2024
Q2 		$172K Buy
+2,248
New +$168K 0.02% 357

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Icon Wealth Advisors's SYY Position: Q2 2025 in Review

Icon Wealth Advisors sold out of Sysco (SYY) in Q2 2025, closing a stake of 2,344 shares — an estimated $176K sold.

Icon Wealth Advisors first reported a position in SYY in Q2 2024 and held it in 4 quarters. The position peaked at $183K in Q3 2024. 1,508 funds tracked by Wall St. Rank hold SYY as of Q2 2025.

  • Icon Wealth Advisors reported no remaining Sysco position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,344 Sysco shares in Q2 2025, an estimated $176K.
  • Icon Wealth Advisors first reported a position in Sysco in Q2 2024 and held it in 4 quarters.
  • Icon Wealth Advisors's Sysco position peaked at $183K in Q3 2024.
  • 1,508 funds tracked by Wall St. Rank held Sysco as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.