SHP Wealth Management’s Sysco SYY Stock Holding History

SHP 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	$2.96M	Buy	35,472 +41	+0.1%	+$3.1K	0.2%	39
2026 Q1	$2.53M	Buy	35,431 +24	+0.1%	+$1.98K	0.19%	37
2025 Q4	$2.61M	Buy	+35,407	New	+$2.69M	0.2%	38

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Sysco (SYY) stake by 0.12% in Q2 2026, buying an estimated $3.1K and bringing the position to 35,472 shares worth $2.96M. The position accounts for 0.2% of the portfolio, ranked #39.

SHP Wealth Management first reported a position in SYY in Q4 2025 and has held it in 3 quarters since. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

SHP Wealth Management held 35,472 shares of Sysco worth $2.96M as of Q2 2026.
SHP Wealth Management bought 41 Sysco shares in Q2 2026, an estimated $3.1K.
Sysco made up 0.2% of SHP Wealth Management's portfolio in Q2 2026, its #39 holding.
SHP Wealth Management first reported a position in Sysco in Q4 2025 and has held it in 3 quarters since.
1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.