Phoenix Wealth Advisors
SYY icon

Phoenix Wealth Advisors’s Sysco SYY Stock Holding History

Phoenix 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
Q3 		$236K Sell
3,031
-10
-0.3% -$822 0.07% 117
2026
Q2 		$254K Sell
3,041
-39
-1% -$2.95K 0.09% 116
2026
Q1 		$220K Sell
3,080
-110
-3% -$9.09K 0.09% 119
2025
Q4 		$235K Sell
3,190
-14
-0.4% -$1.06K 0.09% 115
2025
Q3 		$264K Sell
3,204
-68
-2% -$5.44K 0.1% 115
2025
Q2 		$248K Buy
3,272
+25
+0.8% +$1.82K 0.1% 111
2025
Q1 		$244K Buy
3,247
+165
+5% +$12.1K 0.11% 111
2024
Q4 		$236K Sell
3,082
-172
-5% -$13.2K 0.1% 109
2024
Q3 		$254K Sell
3,254
-74
-2% -$5.56K 0.12% 110
2024
Q2 		$238K Buy
3,328
+101
+3% +$7.55K 0.12% 111
2024
Q1 		$262K Sell
3,227
-156
-5% -$12.3K 0.16% 101
2023
Q4 		$252K Sell
3,383
-60
-2% -$4.14K 0.18% 98
2023
Q3 		$227K Buy
3,443
+38
+1% +$2.73K 0.13% 104
2023
Q2 		$253K Sell
3,405
-71
-2% -$5.25K 0.15% 96
2023
Q1 		$268K Buy
3,476
+26
+0.8% +$2K 0.17% 86
2022
Q4 		$264K Sell
3,450
-153
-4% -$12.4K 0.16% 87
2022
Q3 		$255K Sell
3,603
-123
-3% -$10.2K 0.26% 83
2022
Q2 		$316K Buy
3,726
+319
+9% +$26.7K 0.31% 77
2022
Q1 		$283K Buy
3,407
+263
+8% +$21.3K 0.29% 75
2021
Q4 		$247K Sell
3,144
-665
-17% -$51.2K 0.19% 106
2021
Q3 		$299K Buy
3,809
+32
+0.8% +$2.44K 0.22% 90
2021
Q2 		$285K Buy
3,777
+321
+9% +$25.9K 0.21% 97
2021
Q1 		$270K Buy
3,456
+555
+19% +$43K 0.21% 95
2020
Q4 		$215K Buy
+2,901
New +$199K 0.16% 106

Other funds holding SYY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
First Nebraska Trust
First Nebraska Trust Lincoln, Nebraska $1.22B AUM 23.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Phoenix Wealth Advisors's SYY Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Sysco (SYY) stake by 0.33% in Q3 2026, selling an estimated $822 and leaving 3,031 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #117.

Phoenix Wealth Advisors first reported a position in SYY in Q4 2020 and has held it in 24 quarters since. The position peaked at $316K in Q2 2022. 1,063 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Phoenix Wealth Advisors held 3,031 shares of Sysco worth $236K as of Q3 2026.
  • Phoenix Wealth Advisors sold 10 Sysco shares in Q3 2026, an estimated $822.
  • Sysco made up 0.07% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #117 holding.
  • Phoenix Wealth Advisors first reported a position in Sysco in Q4 2020 and has held it in 24 quarters since.
  • Phoenix Wealth Advisors's Sysco position peaked at $316K in Q2 2022.
  • 1,063 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.