Sendero Wealth Management’s Sysco SYY Stock Holding History

Sendero 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	$840K	Sell	10,045 -309	-3%	-$23.4K	0.08%	138
2026 Q1	$739K	Sell	10,354 -187	-2%	-$15.5K	0.08%	134
2025 Q4	$777K	Buy	10,541 +261	+3%	+$19.9K	0.09%	126
2025 Q3	$846K	Sell	10,280 -65	-0.6%	-$5.2K	0.1%	115
2025 Q2	$784K	Buy	10,345 +1,584	+18%	+$115K	0.1%	118
2025 Q1	$657K	Buy	8,761 +5,261	+150%	+$386K	0.09%	128
2024 Q4	$268K	Hold	3,500	–	–	0.04%	154
2024 Q3	$273K	Hold	3,500	–	–	0.04%	149
2024 Q2	$250K	Hold	3,500	–	–	0.04%	150
2024 Q1	$284K	Hold	3,500	–	–	0.05%	146
2023 Q4	$256K	Hold	3,500	–	–	0.05%	141
2023 Q3	$231K	Hold	3,500	–	–	0.05%	146
2023 Q2	$260K	Buy	+3,500	New	+$259K	0.06%	137

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

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

Sendero Wealth Management reduced its Sysco (SYY) stake by 3% in Q2 2026, selling an estimated $23.4K and leaving 10,045 shares worth $840K. The position accounts for 0.08% of the portfolio, ranked #138.

Sendero Wealth Management first reported a position in SYY in Q2 2023 and has held it in 13 quarters since. The position peaked at $846K in Q3 2025. 1,634 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Sendero Wealth Management held 10,045 shares of Sysco worth $840K as of Q2 2026.
Sendero Wealth Management sold 309 Sysco shares in Q2 2026, an estimated $23.4K.
Sysco made up 0.08% of Sendero Wealth Management's portfolio in Q2 2026, its #138 holding.
Sendero Wealth Management first reported a position in Sysco in Q2 2023 and has held it in 13 quarters since.
Sendero Wealth Management's Sysco position peaked at $846K in Q3 2025.
1,634 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.