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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
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% +$1.81K 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

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

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

Phoenix Wealth Advisors reduced its Sysco (SYY) stake by 3.4% in Q1 2026, selling an estimated $9.09K and leaving 3,080 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #119.

Phoenix Wealth Advisors first reported a position in SYY in Q4 2020 and has held it in 22 quarters since. The position peaked at $316K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Phoenix Wealth Advisors held 3,080 shares of Sysco worth $220K as of Q1 2026.
  • Phoenix Wealth Advisors sold 110 Sysco shares in Q1 2026, an estimated $9.09K.
  • Sysco made up 0.09% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • Phoenix Wealth Advisors first reported a position in Sysco in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Sysco position peaked at $316K in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.