Proactive Wealth Strategies
SYY icon

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
Q3 		$297K Buy
3,806
+62
+2% +$5.09K 0.05% 187
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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

Proactive Wealth Strategies's SYY Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Sysco (SYY) stake by 1.7% in Q3 2026, buying an estimated $5.09K and bringing the position to 3,806 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #187.

Proactive Wealth Strategies first reported a position in SYY in Q1 2026 and has held it in 3 quarters since. The position peaked at $313K in Q2 2026. 1,376 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Proactive Wealth Strategies held 3,806 shares of Sysco worth $297K as of Q3 2026.
  • Proactive Wealth Strategies bought 62 Sysco shares in Q3 2026, an estimated $5.09K.
  • Sysco made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #187 holding.
  • Proactive Wealth Strategies first reported a position in Sysco in Q1 2026 and has held it in 3 quarters since.
  • Proactive Wealth Strategies's Sysco position peaked at $313K in Q2 2026.
  • 1,376 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.