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Soltis Investment Advisors’s Sysco SYY Stock Holding History

Soltis Investment 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 		$323K Buy
3,868
+964
+33% +$73K 0.02% 467
2026
Q1 		$207K Buy
2,904
+147
+5% +$12.2K 0.01% 542
2025
Q4 		$203K Buy
+2,757
New +$210K 0.01% 505

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Soltis Investment Advisors's SYY Position: Q2 2026 in Review

Soltis Investment Advisors increased its Sysco (SYY) stake by 33% in Q2 2026, buying an estimated $73K and bringing the position to 3,868 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #467.

Soltis Investment Advisors 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.

  • Soltis Investment Advisors held 3,868 shares of Sysco worth $323K as of Q2 2026.
  • Soltis Investment Advisors bought 964 Sysco shares in Q2 2026, an estimated $73K.
  • Sysco made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #467 holding.
  • Soltis Investment Advisors 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 Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.