NRWA
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North Ridge Wealth Advisors’s Sysco SYY Stock Holding History

North Ridge 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
Q1 		$14.3K Hold
200
– – 0.01% 124
2025
Q4 		$14.7K Hold
200
– – 0.01% 115
2025
Q3 		$16.5K Hold
200
– – 0.01% 119
2025
Q2 		$15.1K Hold
200
– – 0.01% 110
2025
Q1 		$15K Hold
200
– – 0.01% 103
2024
Q4 		$15.3K Buy
+200
New +$15.3K 0.01% 103

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

North Ridge Wealth Advisors's SYY Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Sysco (SYY) position steady in Q1 2026 at 200 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #124.

North Ridge Wealth Advisors first reported a position in SYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.5K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • North Ridge Wealth Advisors held 200 shares of Sysco worth $14.3K as of Q1 2026.
  • North Ridge Wealth Advisors left its Sysco share count unchanged in Q1 2026.
  • Sysco made up 0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • North Ridge Wealth Advisors first reported a position in Sysco in Q4 2024 and has held it in 6 quarters since.
  • North Ridge Wealth Advisors's Sysco position peaked at $16.5K in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.