Nicolet Advisory Services’s Sysco SYY Stock Holding History

Nicolet Advisory Services’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	$269K	Sell	3,617 -1,222	-25%	-$93K	0.02%	348
2025 Q3	$387K	Buy	4,839 +1,485	+44%	+$119K	0.03%	268
2025 Q2	$268K	Buy	+3,354	New	+$244K	0.02%	333
2025 Q1	–	Sell	-2,768	Closed	-$204K	–	403
2024 Q4	$204K	Buy	2,768 +98	+4%	+$7.5K	0.02%	366
2024 Q3	$203K	Sell	2,670 -1,409	-35%	-$106K	0.02%	359
2024 Q2	$284K	Sell	4,079 -79	-2%	-$5.9K	0.03%	289
2024 Q1	$322K	Buy	4,158 +46	+1%	+$3.63K	0.03%	256
2023 Q4	$311K	Buy	+4,112	New	+$284K	0.03%	239

Other funds holding SYY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicolet Advisory Services's SYY Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Sysco (SYY) stake by 25% in Q4 2025, selling an estimated $93K and leaving 3,617 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #348.

Nicolet Advisory Services first reported a position in SYY in Q4 2023 and has held it in 8 quarters since. The position peaked at $387K in Q3 2025. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Nicolet Advisory Services held 3,617 shares of Sysco worth $269K as of Q4 2025.
Nicolet Advisory Services sold 1,222 Sysco shares in Q4 2025, an estimated $93K.
Sysco made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #348 holding.
Nicolet Advisory Services first reported a position in Sysco in Q4 2023 and has held it in 8 quarters since.
Nicolet Advisory Services's Sysco position peaked at $387K in Q3 2025.
1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.