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Insight Wealth Strategies’s Sysco SYY Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-61,246
Closed -$4.74M – 184
2025
Q2 		$4.74M Buy
61,246
+506
+0.8% +$36.7K 0.6% 42
2025
Q1 		$4.56M Buy
60,740
+637
+1% +$46.7K 0.61% 40
2024
Q4 		$4.6M Sell
60,103
-22,323
-27% -$1.71M 0.62% 41
2024
Q3 		$6.43M Buy
82,426
+2,892
+4% +$217K 0.85% 28
2024
Q2 		$5.68M Buy
79,534
+4,866
+7% +$364K 0.81% 27
2024
Q1 		$6.06M Buy
+74,668
New +$5.88M 0.89% 28
2019
Q1 		– Sell
-7,816
Closed -$490K – 148
2018
Q4 		$490K Buy
+7,816
New +$527K 0.15% 84

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Insight Wealth Strategies's SYY Position: Q3 2025 in Review

Insight Wealth Strategies sold out of Sysco (SYY) in Q3 2025, closing a stake of 61,246 shares — an estimated $4.74M sold.

Insight Wealth Strategies first reported a position in SYY in Q4 2018 and held it in 7 quarters. The position peaked at $6.43M in Q3 2024. 1,555 funds tracked by Wall St. Rank hold SYY as of Q3 2025.

  • Insight Wealth Strategies reported no remaining Sysco position as of Q3 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 61,246 Sysco shares in Q3 2025, an estimated $4.74M.
  • Insight Wealth Strategies first reported a position in Sysco in Q4 2018 and held it in 7 quarters.
  • Insight Wealth Strategies's Sysco position peaked at $6.43M in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Sysco as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.