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Morton Brown Family Wealth’s Sysco SYY Stock Holding History

Morton Brown Family Wealth’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 		$585 Buy
+7
New +$530 ﹤0.01% 352
2023
Q2 		– Sell
-19
Closed -$1.47K – 282
2023
Q1 		$1.47K Buy
+19
New +$1.46K ﹤0.01% 223

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morton Brown Family Wealth's SYY Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Sysco (SYY) in Q2 2026: 7 shares worth $585. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in SYY as recently as Q1 2023.

Morton Brown Family Wealth first reported a position in SYY in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.47K in Q1 2023. 466 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Morton Brown Family Wealth held 7 shares of Sysco worth $585 as of Q2 2026.
  • Sysco was a new Morton Brown Family Wealth position in Q2 2026.
  • Sysco made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #352 holding.
  • Morton Brown Family Wealth first reported a position in Sysco in Q1 2023 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's Sysco position peaked at $1.47K in Q1 2023.
  • 466 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.