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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sax Wealth Advisors's SYY Position: Q2 2026 in Review

Sax Wealth Advisors increased its Sysco (SYY) stake by 47% in Q2 2026, buying an estimated $143K and bringing the position to 5,859 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #380.

Sax Wealth Advisors first reported a position in SYY in Q4 2025 and has held it in 3 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Sax Wealth Advisors held 5,859 shares of Sysco worth $418K as of Q2 2026.
Sax Wealth Advisors bought 1,883 Sysco shares in Q2 2026, an estimated $143K.
Sysco made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #380 holding.
Sax Wealth Advisors first reported a position in Sysco in Q4 2025 and has held it in 3 quarters since.
1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.