SWA
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Sax Wealth Advisors’s Sysco SYY Stock Holding History

Sax Wealth 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
2026
Q3 		$596K Buy
7,643
+1,784
+30% +$147K 0.02% 399
2026
Q2 		$418K Buy
5,859
+1,883
+47% +$143K 0.02% 380
2026
Q1 		$293K Hold
3,976
– – 0.01% 395
2025
Q4 		$293K Buy
+3,976
New +$302K 0.01% 402

Other funds holding SYY

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Sax Wealth Advisors's SYY Position: Q3 2026 in Review

Sax Wealth Advisors increased its Sysco (SYY) stake by 30% in Q3 2026, buying an estimated $147K and bringing the position to 7,643 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #399.

Sax Wealth Advisors first reported a position in SYY in Q4 2025 and has held it in 4 quarters since. 114 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Sax Wealth Advisors held 7,643 shares of Sysco worth $596K as of Q3 2026.
  • Sax Wealth Advisors bought 1,784 Sysco shares in Q3 2026, an estimated $147K.
  • Sysco made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #399 holding.
  • Sax Wealth Advisors first reported a position in Sysco in Q4 2025 and has held it in 4 quarters since.
  • 114 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.