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Marshall & Sterling Wealth Advisors’s Sysco SYY Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-91
Closed -$7.49K – 593
2025
Q3 		$7.49K Buy
+91
New +$7.28K ﹤0.01% 420

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SYY Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Sysco (SYY) in Q4 2025, closing a stake of 91 shares — an estimated $7.49K sold.

Marshall & Sterling Wealth Advisors first reported a position in SYY in Q3 2025 and held it in 1 quarter. The position peaked at $7.49K in Q3 2025. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 91 Sysco shares in Q4 2025, an estimated $7.49K.
  • Marshall & Sterling Wealth Advisors first reported a position in Sysco in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Sysco position peaked at $7.49K in Q3 2025.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.