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Perigon Wealth Management’s Sysco SYY Stock Holding History

Perigon Wealth Management’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 		$559K Buy
6,692
+707
+12% +$53.5K 0.01% 832
2026
Q1 		$427K Buy
5,985
+279
+5% +$23.1K 0.01% 871
2025
Q4 		$420K Buy
5,706
+452
+9% +$34.4K 0.01% 868
2025
Q3 		$433K Sell
5,254
-126
-2% -$10.1K 0.01% 798
2025
Q2 		$407K Sell
5,380
-1,025
-16% -$74.4K 0.01% 738
2025
Q1 		$481K Sell
6,405
-915
-13% -$67.1K 0.01% 651
2024
Q4 		$536K Buy
7,320
+672
+10% +$51.4K 0.01% 622
2024
Q3 		$519K Buy
6,648
+467
+8% +$35.1K 0.01% 610
2024
Q2 		$441K Sell
6,181
-1,364
-18% -$102K 0.01% 570
2024
Q1 		$613K Buy
7,545
+1,503
+25% +$118K 0.02% 485
2023
Q4 		$442K Buy
6,042
+1,612
+36% +$111K 0.01% 534
2023
Q3 		$293K Sell
4,430
-2,293
-34% -$165K 0.01% 594
2023
Q2 		$499K Buy
6,723
+2,825
+72% +$209K 0.02% 454
2023
Q1 		$301K Buy
3,898
+57
+1% +$4.37K 0.02% 536
2022
Q4 		$294K Buy
3,841
+150
+4% +$12.1K 0.02% 534
2022
Q3 		$261K Sell
3,691
-15
-0.4% -$1.25K 0.02% 463
2022
Q2 		$314K Buy
+3,706
New +$310K 0.03% 423
2021
Q1 		– Sell
-920
Closed -$68K – 969
2020
Q4 		$68K Buy
+920
New +$63.3K 0.01% 650

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Perigon Wealth Management's SYY Position: Q2 2026 in Review

Perigon Wealth Management increased its Sysco (SYY) stake by 12% in Q2 2026, buying an estimated $53.5K and bringing the position to 6,692 shares worth $559K. The position accounts for 0.01% of the portfolio, ranked #832.

Perigon Wealth Management first reported a position in SYY in Q4 2020 and has held it in 18 quarters since. The position peaked at $613K in Q1 2024. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Perigon Wealth Management held 6,692 shares of Sysco worth $559K as of Q2 2026.
  • Perigon Wealth Management bought 707 Sysco shares in Q2 2026, an estimated $53.5K.
  • Sysco made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #832 holding.
  • Perigon Wealth Management first reported a position in Sysco in Q4 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's Sysco position peaked at $613K in Q1 2024.
  • 1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.