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Invera Wealth Advisors’s Sysco SYY Stock Holding History

Invera 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
2026
Q2 		$567K Buy
6,782
+2,347
+53% +$178K 0.3% 75
2026
Q1 		$316K Buy
4,435
+283
+7% +$23.4K 0.2% 85
2025
Q4 		$306K Buy
+4,152
New +$316K 0.19% 83

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Invera Wealth Advisors increased its Sysco (SYY) stake by 53% in Q2 2026, buying an estimated $178K and bringing the position to 6,782 shares worth $567K. The position accounts for 0.3% of the portfolio, ranked #75.

Invera Wealth Advisors first reported a position in SYY in Q4 2025 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Invera Wealth Advisors held 6,782 shares of Sysco worth $567K as of Q2 2026.
  • Invera Wealth Advisors bought 2,347 Sysco shares in Q2 2026, an estimated $178K.
  • Sysco made up 0.3% of Invera Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Invera Wealth Advisors first reported a position in Sysco in Q4 2025 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.