Root Financial Partners
SYY icon

Root Financial Partners’s Sysco SYY Stock Holding History

Root Financial Partners’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 		$178K Sell
2,281
-147
-6% -$12.1K 0.01% 490
2026
Q2 		$203K Buy
2,428
+995
+69% +$75.3K 0.01% 397
2026
Q1 		$102K Buy
1,433
+488
+52% +$40.3K ﹤0.01% 552
2025
Q4 		$69.6K Sell
945
-391
-29% -$29.7K ﹤0.01% 597
2025
Q3 		$110K Buy
+1,336
New +$107K 0.01% 420

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

Root Financial Partners's SYY Position: Q3 2026 in Review

Root Financial Partners reduced its Sysco (SYY) stake by 6.1% in Q3 2026, selling an estimated $12.1K and leaving 2,281 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #490.

Root Financial Partners first reported a position in SYY in Q3 2025 and has held it in 5 quarters since. The position peaked at $203K in Q2 2026. 1,387 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Root Financial Partners held 2,281 shares of Sysco worth $178K as of Q3 2026.
  • Root Financial Partners sold 147 Sysco shares in Q3 2026, an estimated $12.1K.
  • Sysco made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #490 holding.
  • Root Financial Partners first reported a position in Sysco in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Sysco position peaked at $203K in Q2 2026.
  • 1,387 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.