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Private Wealth Management Group’s Sysco SYY Stock Holding History

Private Wealth Management Group’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 		$64.5K Sell
772
-27
-3% -$2.04K 0.02% 211
2026
Q1 		$57K Sell
799
-20
-2% -$1.65K 0.02% 177
2025
Q4 		$60.4K Buy
819
+12
+1% +$913 0.02% 174
2025
Q3 		$66.4K Hold
807
– – 0.02% 157
2025
Q2 		$61.1K Sell
807
-3
-0.4% -$218 0.02% 147
2025
Q1 		$60.8K Sell
810
-98
-11% -$7.18K 0.02% 149
2024
Q4 		$69.4K Buy
908
+19
+2% +$1.46K 0.03% 146
2024
Q3 		$69.4K Buy
889
+28
+3% +$2.1K 0.03% 135
2024
Q2 		$61.5K Buy
861
+142
+20% +$10.6K 0.03% 143
2024
Q1 		$58.4K Buy
719
+32
+5% +$2.52K 0.03% 143
2023
Q4 		$50.2K Buy
+687
New +$47.4K 0.02% 153

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 $3.38T AUM 44.17% 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

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

Private Wealth Management Group reduced its Sysco (SYY) stake by 3.4% in Q2 2026, selling an estimated $2.04K and leaving 772 shares worth $64.5K. The position accounts for 0.02% of the portfolio, ranked #211.

Private Wealth Management Group first reported a position in SYY in Q4 2023 and has held it in 11 quarters since. The position peaked at $69.4K in Q4 2024. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Private Wealth Management Group held 772 shares of Sysco worth $64.5K as of Q2 2026.
  • Private Wealth Management Group sold 27 Sysco shares in Q2 2026, an estimated $2.04K.
  • Sysco made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #211 holding.
  • Private Wealth Management Group first reported a position in Sysco in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Sysco position peaked at $69.4K in Q4 2024.
  • 1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.