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Segment Wealth Management’s Sysco SYY Stock Holding History

Segment 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 		$454K Hold
5,433
– – 0.02% 237
2026
Q1 		$388K Hold
5,433
– – 0.02% 236
2025
Q4 		$400K Buy
5,433
+34
+0.6% +$2.59K 0.02% 235
2025
Q3 		$445K Buy
5,399
+33
+0.6% +$2.64K 0.03% 220
2025
Q2 		$406K Buy
5,366
+34
+0.6% +$2.47K 0.03% 219
2025
Q1 		$400K Buy
5,332
+33
+0.6% +$2.42K 0.03% 213
2024
Q4 		$405K Buy
5,299
+33
+0.6% +$2.53K 0.03% 202
2024
Q3 		$411K Buy
5,266
+33
+0.6% +$2.48K 0.03% 201
2024
Q2 		$374K Sell
5,233
-54
-1% -$4.04K 0.03% 201
2024
Q1 		$429K Sell
5,287
-568
-10% -$44.8K 0.03% 188
2023
Q4 		$428K Buy
5,855
+40
+0.7% +$2.76K 0.04% 184
2023
Q3 		$384K Buy
5,815
+34
+0.6% +$2.44K 0.04% 172
2023
Q2 		$429K Sell
5,781
-1,467
-20% -$108K 0.04% 157
2023
Q1 		$560K Buy
7,248
+32
+0.4% +$2.46K 0.06% 137
2022
Q4 		$552K Buy
7,216
+29
+0.4% +$2.34K 0.06% 137
2022
Q3 		$508K Sell
7,187
-27
-0.4% -$2.25K 0.06% 134
2022
Q2 		$611K Sell
7,214
-80,858
-92% -$6.77M 0.08% 123
2022
Q1 		$7.19M Buy
88,072
+4,732
+6% +$382K 0.74% 54
2021
Q4 		$6.55M Sell
83,340
-1,210
-1% -$93.1K 0.69% 55
2021
Q3 		$6.64M Sell
84,550
-30,435
-26% -$2.32M 0.79% 54
2021
Q2 		$8.94M Buy
114,985
+3,112
+3% +$251K 1.06% 32
2021
Q1 		$8.81M Buy
111,873
+1,056
+1% +$81.9K 1.17% 23
2020
Q4 		$8.23M Sell
110,817
-5,257
-5% -$361K 1.19% 24
2020
Q3 		$7.22M Buy
116,074
+9,812
+9% +$571K 1.17% 26
2020
Q2 		$5.81M Buy
106,262
+35,874
+51% +$1.89M 1.07% 33
2020
Q1 		$3.21M Buy
70,388
+11,718
+20% +$811K 0.72% 51
2019
Q4 		$5.02M Buy
58,670
+50,343
+605% +$4.08M 0.85% 40
2019
Q3 		$661K Buy
8,327
+133
+2% +$9.76K 0.13% 111
2019
Q2 		$579K Buy
8,194
+27
+0.3% +$1.92K 0.12% 120
2019
Q1 		$545K Buy
8,167
+529
+7% +$34.4K 0.12% 123
2018
Q4 		$479K Sell
7,638
-1,267
-14% -$85.4K 0.12% 119
2018
Q3 		$652K Sell
8,905
-155
-2% -$11.2K 0.14% 114
2018
Q2 		$618K Sell
9,060
-146
-2% -$9.33K 0.15% 115
2018
Q1 		$552K Buy
9,206
+26
+0.3% +$1.57K 0.14% 116
2017
Q4 		$558K Buy
9,180
+19
+0.2% +$1.08K 0.13% 120
2017
Q3 		$494K Buy
9,161
+2,004
+28% +$104K 0.13% 125
2017
Q2 		$360K Buy
7,157
+1,302
+22% +$69.5K 0.1% 144
2017
Q1 		$304K Buy
5,855
+784
+15% +$41.5K 0.1% 137
2016
Q4 		$281K Buy
5,071
+24
+0.5% +$1.25K 0.1% 132
2016
Q3 		$247K Buy
5,047
+23
+0.5% +$1.18K 0.1% 134
2016
Q2 		$255K Buy
5,024
+650
+15% +$31.4K 0.11% 122
2016
Q1 		$204K Buy
+4,374
New +$189K 0.08% 145

Other funds holding SYY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Segment Wealth Management's SYY Position: Q2 2026 in Review

Segment Wealth Management held its Sysco (SYY) position steady in Q2 2026 at 5,433 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #237.

Segment Wealth Management first reported a position in SYY in Q1 2016 and has held it in 42 quarters since. The position peaked at $8.94M in Q2 2021. 335 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Segment Wealth Management held 5,433 shares of Sysco worth $454K as of Q2 2026.
  • Segment Wealth Management left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Segment Wealth Management first reported a position in Sysco in Q1 2016 and has held it in 42 quarters since.
  • Segment Wealth Management's Sysco position peaked at $8.94M in Q2 2021.
  • 335 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.