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Rise Advisors’s Sysco SYY Stock Holding History

Rise 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
2025
Q4 		– Sell
-288
Closed -$23.7K – 1273
2025
Q3 		$23.7K Buy
288
+8
+3% +$640 0.01% 477
2025
Q2 		$21.2K Buy
280
+1
+0.4% +$73 0.01% 498
2025
Q1 		$20.9K Sell
279
-10
-3% -$733 0.01% 475
2024
Q4 		$22.1K Sell
289
-94
-25% -$7.2K 0.01% 591
2024
Q3 		$29.9K Sell
383
-625
-62% -$47K 0.01% 418
2024
Q2 		$72K Buy
1,008
+76
+8% +$5.68K 0.04% 181
2024
Q1 		$75.7K Buy
932
+312
+50% +$24.6K 0.04% 175
2023
Q4 		$45.3K Buy
620
+5
+0.8% +$345 0.03% 167
2023
Q3 		$40.6K Buy
615
+4
+0.7% +$287 0.03% 154
2023
Q2 		$45.4K Sell
611
-1
-0.2% -$74 0.04% 154
2023
Q1 		$47.3K Buy
612
+8
+1% +$614 0.04% 154
2022
Q4 		$46.1K Buy
604
+4
+0.7% +$323 0.04% 158
2022
Q3 		$42K Buy
+600
New +$50K 0.03% 170

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's SYY Position: Q4 2025 in Review

Rise Advisors sold out of Sysco (SYY) in Q4 2025, closing a stake of 288 shares — an estimated $23.7K sold.

Rise Advisors first reported a position in SYY in Q3 2022 and held it in 13 quarters. The position peaked at $75.7K in Q1 2024. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • Rise Advisors reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 288 Sysco shares in Q4 2025, an estimated $23.7K.
  • Rise Advisors first reported a position in Sysco in Q3 2022 and held it in 13 quarters.
  • Rise Advisors's Sysco position peaked at $75.7K in Q1 2024.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.