Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
+14,163
New +$1.07M 0.07% 167
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

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

Icon Wealth Advisors opened a new position in Sysco (SYY) in Q2 2026: 14,163 shares worth $1.18M. The stake represents 0.07% of the portfolio and ranks #167 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in SYY as recently as Q1 2025.

Icon Wealth Advisors first reported a position in SYY in Q2 2024 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Icon Wealth Advisors held 14,163 shares of Sysco worth $1.18M as of Q2 2026.
  • Sysco was a new Icon Wealth Advisors position in Q2 2026.
  • Sysco made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • Icon Wealth Advisors first reported a position in Sysco in Q2 2024 and has held it in 5 quarters since.
  • 1,638 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.