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Outlook Wealth Advisors’s Sysco SYY Stock Holding History

Outlook 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 		$683K Sell
9,578
-543
-5% -$44.9K 0.17% 132
2025
Q4 		$746K Buy
10,121
+1,832
+22% +$139K 0.17% 117
2025
Q3 		$683K Sell
8,289
-258
-3% -$20.6K 0.17% 127
2025
Q2 		$647K Buy
8,547
+33
+0.4% +$2.4K 0.17% 121
2025
Q1 		$639K Buy
8,514
+256
+3% +$18.8K 0.18% 115
2024
Q4 		$631K Buy
8,258
+20
+0.2% +$1.53K 0.18% 114
2024
Q3 		$643K Buy
8,238
+14
+0.2% +$1.05K 0.18% 114
2024
Q2 		$587K Sell
8,224
-32
-0.4% -$2.39K 0.18% 115
2024
Q1 		$670K Sell
8,256
-285
-3% -$22.5K 0.21% 101
2023
Q4 		$625K Sell
8,541
-1,349
-14% -$93.1K 0.22% 100
2023
Q3 		$653K Buy
9,890
+311
+3% +$22.3K 0.25% 102
2023
Q2 		$711K Buy
+9,579
New +$708K 0.27% 96
2020
Q1 		– Sell
-5,395
Closed -$466K – 183
2019
Q4 		$466K Sell
5,395
-300
-5% -$24.3K 0.26% 70
2019
Q3 		$452K Buy
5,695
+117
+2% +$8.59K 0.27% 80
2019
Q2 		$394K Buy
5,578
+350
+7% +$24.9K 0.26% 98
2019
Q1 		$349K Buy
5,228
+4,228
+423% +$275K 0.29% 92
2018
Q4 		$626K Buy
+1,000
New +$67.4K 0.29% 83

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

Outlook Wealth Advisors's SYY Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Sysco (SYY) stake by 5.4% in Q1 2026, selling an estimated $44.9K and leaving 9,578 shares worth $683K. The position accounts for 0.17% of the portfolio, ranked #132.

Outlook Wealth Advisors first reported a position in SYY in Q4 2018 and has held it in 17 quarters since. The position peaked at $746K in Q4 2025. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Outlook Wealth Advisors held 9,578 shares of Sysco worth $683K as of Q1 2026.
  • Outlook Wealth Advisors sold 543 Sysco shares in Q1 2026, an estimated $44.9K.
  • Sysco made up 0.17% of Outlook Wealth Advisors's portfolio in Q1 2026, its #132 holding.
  • Outlook Wealth Advisors first reported a position in Sysco in Q4 2018 and has held it in 17 quarters since.
  • Outlook Wealth Advisors's Sysco position peaked at $746K in Q4 2025.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.