Obermeyer Wealth Partners’s Sysco SYY Stock Holding History

Obermeyer Wealth Partners’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	-3,897	Closed	-$321K	–	310
2025 Q3	$321K	Sell	3,897 -1,701	-30%	-$136K	0.02%	223
2025 Q2	$424K	Sell	5,598 -20,376	-78%	-$1.48M	0.02%	175
2025 Q1	$1.95M	Sell	25,974 -1,570	-6%	-$115K	0.1%	72
2024 Q4	$2.11M	Buy	27,544 +323	+1%	+$24.7K	0.11%	67
2024 Q3	$2.12M	Buy	27,221 +191	+0.7%	+$14.4K	0.11%	71
2024 Q2	$1.93M	Sell	27,030 -96	-0.4%	-$7.17K	0.11%	73
2024 Q1	$2.2M	Buy	+27,126	New	+$2.14M	0.13%	64
2023 Q3	–	Sell	-3,662	Closed	-$272K	–	230
2023 Q2	$272K	Hold	3,662	–	–	0.02%	172
2023 Q1	$283K	Hold	3,662	–	–	0.02%	168
2022 Q4	$280K	Buy	3,662 +13	+0.4%	+$1.05K	0.02%	171
2022 Q3	$258K	Hold	3,649	–	–	0.02%	167
2022 Q2	$309K	Hold	3,649	–	–	0.02%	143
2022 Q1	$298K	Hold	3,649	–	–	0.02%	176
2021 Q4	$287K	Hold	3,649	–	–	0.02%	180
2021 Q3	$286K	Sell	3,649 -1,250	-26%	-$95.3K	0.02%	174
2021 Q2	$381K	Sell	4,899 -1,716	-26%	-$139K	0.02%	141
2021 Q1	$521K	Buy	+6,615	New	+$513K	0.03%	123

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

Obermeyer Wealth Partners's SYY Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of Sysco (SYY) in Q4 2025, closing a stake of 3,897 shares — an estimated $321K sold.

Obermeyer Wealth Partners first reported a position in SYY in Q1 2021 and held it in 17 quarters. The position peaked at $2.2M in Q1 2024. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

Obermeyer Wealth Partners reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
Obermeyer Wealth Partners sold 3,897 Sysco shares in Q4 2025, an estimated $321K.
Obermeyer Wealth Partners first reported a position in Sysco in Q1 2021 and held it in 17 quarters.
Obermeyer Wealth Partners's Sysco position peaked at $2.2M in Q1 2024.
1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.