Robertson Stephens Wealth Management’s Sysco SYY Stock Holding History

Robertson Stephens Wealth Management’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	$230K	Buy	+2,758	New	+$209K	0.01%	591
2025 Q4	–	Sell	-2,436	Closed	-$201K	–	670
2025 Q3	$201K	Buy	+2,436	New	+$195K	0.01%	512
2024 Q3	–	Sell	-3,061	Closed	-$218K	–	635
2024 Q2	$218K	Sell	3,061 -19	-0.6%	-$1.42K	0.01%	468
2024 Q1	$250K	Buy	+3,080	New	+$243K	0.01%	453
2022 Q3	–	Sell	-2,845	Closed	-$242K	–	392
2022 Q2	$242K	Sell	2,845 -2,347	-45%	-$197K	0.02%	325
2022 Q1	$426K	Sell	5,192 -2,467	-32%	-$199K	0.04%	267
2021 Q4	$601K	Buy	+7,659	New	+$589K	0.05%	241

Other funds holding SYY

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Robertson Stephens Wealth Management's SYY Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Sysco (SYY) in Q2 2026: 2,758 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in SYY as recently as Q3 2025.

Robertson Stephens Wealth Management first reported a position in SYY in Q4 2021 and has held it in 7 quarters since. The position peaked at $601K in Q4 2021. 748 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Robertson Stephens Wealth Management held 2,758 shares of Sysco worth $230K as of Q2 2026.
Sysco was a new Robertson Stephens Wealth Management position in Q2 2026.
Sysco made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #591 holding.
Robertson Stephens Wealth Management first reported a position in Sysco in Q4 2021 and has held it in 7 quarters since.
Robertson Stephens Wealth Management's Sysco position peaked at $601K in Q4 2021.
748 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.