Private Wealth Asset Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$461K Sell
5,515
-30
-0.5% -$2.27K 0.04% 186
2026
Q1
$396K Hold
5,545
0.04% 189
2025
Q4
$409K Hold
5,545
0.04% 185
2025
Q3
$457K Sell
5,545
-1,000
-15% -$80K 0.05% 167
2025
Q2
$496K Hold
6,545
0.07% 160
2025
Q1
$491K Buy
+6,545
New +$480K 0.07% 149

Other funds holding SYY

Private Wealth Asset Management's SYY Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Sysco (SYY) stake by 0.54% in Q2 2026, selling an estimated $2.27K and leaving 5,515 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #186.

Private Wealth Asset Management first reported a position in SYY in Q1 2025 and has held it in 6 quarters since. The position peaked at $496K in Q2 2025. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Private Wealth Asset Management held 5,515 shares of Sysco worth $461K as of Q2 2026.
  • Private Wealth Asset Management sold 30 Sysco shares in Q2 2026, an estimated $2.27K.
  • Sysco made up 0.04% of Private Wealth Asset Management's portfolio in Q2 2026, its #186 holding.
  • Private Wealth Asset Management first reported a position in Sysco in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Sysco position peaked at $496K in Q2 2025.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.