IWC
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Integrated Wealth Concepts’s Sysco SYY Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.81M Buy
25,327
+11,437
+82% +$945K 0.01% 797
2025
Q4 		$1.02M Buy
13,890
+1,887
+16% +$144K 0.01% 763
2025
Q3 		$988K Buy
12,003
+195
+2% +$15.6K 0.01% 990
2025
Q2 		$894K Sell
11,808
-4,933
-29% -$358K 0.01% 984
2025
Q1 		$1.26M Sell
16,741
-4,716
-22% -$346K 0.01% 728
2024
Q4 		$1.64M Sell
21,457
-6,676
-24% -$511K 0.02% 629
2024
Q3 		$2.2M Sell
28,133
-335
-1% -$25.2K 0.03% 519
2024
Q2 		$2.03M Buy
28,468
+5,046
+22% +$377K 0.03% 506
2024
Q1 		$1.9M Buy
23,422
+6,368
+37% +$502K 0.03% 533
2023
Q4 		$1.25M Sell
17,054
-1,617
-9% -$112K 0.02% 637
2023
Q3 		$1.23M Buy
18,671
+2,020
+12% +$145K 0.02% 609
2023
Q2 		$1.24M Buy
16,651
+5,507
+49% +$407K 0.02% 607
2023
Q1 		$861K Buy
11,144
+7,174
+181% +$551K 0.02% 671
2022
Q4 		$304K Buy
3,970
+32
+0.8% +$2.58K 0.01% 817
2022
Q3 		$278K Sell
3,938
-586
-13% -$48.8K 0.01% 759
2022
Q2 		$383K Sell
4,524
-146
-3% -$12.2K 0.01% 676
2022
Q1 		$381K Sell
4,670
-446
-9% -$36K 0.01% 656
2021
Q4 		$402K Sell
5,116
-252
-5% -$19.4K 0.01% 665
2021
Q3 		$421K Buy
5,368
+2,750
+105% +$210K 0.01% 617
2021
Q2 		$204K Sell
2,618
-226
-8% -$18.3K 0.01% 770
2021
Q1 		$224K Sell
2,844
-3,600
-56% -$279K 0.01% 663
2020
Q4 		$479K Buy
6,444
+560
+10% +$38.5K 0.02% 425
2020
Q3 		$366K Buy
5,884
+261
+5% +$15.2K 0.02% 410
2020
Q2 		$307K Buy
+5,623
New +$296K 0.02% 394

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Integrated Wealth Concepts's SYY Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Sysco (SYY) stake by 82% in Q1 2026, buying an estimated $945K and bringing the position to 25,327 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #797.

Integrated Wealth Concepts first reported a position in SYY in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.2M in Q3 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Integrated Wealth Concepts held 25,327 shares of Sysco worth $1.81M as of Q1 2026.
  • Integrated Wealth Concepts bought 11,437 Sysco shares in Q1 2026, an estimated $945K.
  • Sysco made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #797 holding.
  • Integrated Wealth Concepts first reported a position in Sysco in Q2 2020 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's Sysco position peaked at $2.2M in Q3 2024.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.