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Proactive Wealth Strategies’s Sysco SYY Stock Holding History

Proactive Wealth Strategies’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 		$313K Buy
3,744
+26
+0.7% +$1.97K 0.05% 186
2026
Q1 		$265K Buy
+3,718
New +$307K 0.05% 183

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Proactive Wealth Strategies's SYY Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Sysco (SYY) stake by 0.7% in Q2 2026, buying an estimated $1.97K and bringing the position to 3,744 shares worth $313K. The position accounts for 0.05% of the portfolio, ranked #186.

Proactive Wealth Strategies first reported a position in SYY in Q1 2026 and has held it in 2 quarters since. 1,050 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Proactive Wealth Strategies held 3,744 shares of Sysco worth $313K as of Q2 2026.
  • Proactive Wealth Strategies bought 26 Sysco shares in Q2 2026, an estimated $1.97K.
  • Sysco made up 0.05% of Proactive Wealth Strategies's portfolio in Q2 2026, its #186 holding.
  • Proactive Wealth Strategies first reported a position in Sysco in Q1 2026 and has held it in 2 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.