MWM
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Modera Wealth Management’s Sysco SYY Stock Holding History

Modera Wealth Management’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 		$8.52M Buy
119,451
+1,880
+2% +$155K 0.1% 138
2025
Q4 		$8.66M Buy
117,571
+3,292
+3% +$250K 0.1% 138
2025
Q3 		$9.41M Buy
114,279
+2,076
+2% +$166K 0.11% 132
2025
Q2 		$8.5M Buy
112,203
+7,056
+7% +$512K 0.11% 136
2025
Q1 		$7.89M Buy
105,147
+1,967
+2% +$144K 0.11% 136
2024
Q4 		$7.89M Buy
103,180
+4,501
+5% +$345K 0.1% 139
2024
Q3 		$7.7M Buy
98,679
+11,342
+13% +$853K 0.1% 132
2024
Q2 		$6.23M Buy
87,337
+12,993
+17% +$971K 0.09% 136
2024
Q1 		$6.04M Sell
74,344
-435
-0.6% -$34.3K 0.09% 142
2023
Q4 		$5.47M Buy
74,779
+516
+0.7% +$35.6K 0.09% 146
2023
Q3 		$4.91M Buy
74,263
+159
+0.2% +$11.4K 0.09% 147
2023
Q2 		$5.5M Buy
+74,104
New +$5.48M 0.1% 139
2022
Q3 		– Sell
-2,534
Closed -$215K – 342
2022
Q2 		$215K Sell
2,534
-313
-11% -$26.2K 0.01% 310
2022
Q1 		$232K Sell
2,847
-5,420
-66% -$438K 0.01% 323
2021
Q4 		$650K Buy
+8,267
New +$636K 0.02% 229

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

Modera Wealth Management's SYY Position: Q1 2026 in Review

Modera Wealth Management increased its Sysco (SYY) stake by 1.6% in Q1 2026, buying an estimated $155K and bringing the position to 119,451 shares worth $8.52M. The position accounts for 0.1% of the portfolio, ranked #138.

Modera Wealth Management first reported a position in SYY in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.41M in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Modera Wealth Management held 119,451 shares of Sysco worth $8.52M as of Q1 2026.
  • Modera Wealth Management bought 1,880 Sysco shares in Q1 2026, an estimated $155K.
  • Sysco made up 0.1% of Modera Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Modera Wealth Management first reported a position in Sysco in Q4 2021 and has held it in 15 quarters since.
  • Modera Wealth Management's Sysco position peaked at $9.41M in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.