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Sound View Wealth Advisors Group’s Sysco SYY Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$340K Sell
4,763
-553
-10% -$45.7K 0.02% 328
2025
Q4 		$392K Sell
5,316
-79
-1% -$6.01K 0.03% 309
2025
Q3 		$444K Buy
5,395
+105
+2% +$8.4K 0.03% 289
2025
Q2 		$401K Buy
5,290
+53
+1% +$3.85K 0.03% 299
2025
Q1 		$393K Sell
5,237
-376
-7% -$27.6K 0.03% 289
2024
Q4 		$429K Sell
5,613
-341
-6% -$26.1K 0.03% 281
2024
Q3 		$465K Buy
5,954
+139
+2% +$10.4K 0.04% 263
2024
Q2 		$415K Buy
5,815
+8
+0.1% +$598 0.04% 260
2024
Q1 		$471K Sell
5,807
-164
-3% -$12.9K 0.05% 245
2023
Q4 		$437K Buy
5,971
+545
+10% +$37.6K 0.05% 252
2023
Q3 		$358K Sell
5,426
-111
-2% -$7.98K 0.04% 265
2023
Q2 		$411K Sell
5,537
-92
-2% -$6.8K 0.05% 245
2023
Q1 		$435K Sell
5,629
-342
-6% -$26.2K 0.06% 233
2022
Q4 		$437K Buy
5,971
+359
+6% +$29K 0.05% 252
2022
Q3 		$397K Buy
5,612
+9
+0.2% +$750 0.09% 181
2022
Q2 		$475K Buy
5,603
+7
+0.1% +$586 0.1% 172
2022
Q1 		$457K Buy
5,596
+9
+0.2% +$727 0.09% 184
2021
Q4 		$439K Buy
5,587
+633
+13% +$48.7K 0.08% 191
2021
Q3 		$389K Buy
4,954
+71
+1% +$5.42K 0.08% 198
2021
Q2 		$380K Buy
4,883
+7
+0.1% +$565 0.08% 201
2021
Q1 		$384K Sell
4,876
-948
-16% -$73.5K 0.09% 185
2020
Q4 		$432K Buy
5,824
+54
+0.9% +$3.71K 0.11% 165
2020
Q3 		$359K Buy
5,770
+438
+8% +$25.5K 0.09% 174
2020
Q2 		$291K Buy
5,332
+228
+4% +$12K 0.08% 191
2020
Q1 		$233K Sell
5,104
-236
-4% -$16.3K 0.08% 191
2019
Q4 		$457K Sell
5,340
-553
-9% -$44.8K 0.13% 145
2019
Q3 		$468K Sell
5,893
-129
-2% -$9.47K 0.14% 145
2019
Q2 		$426K Buy
+6,022
New +$429K 0.13% 157

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sound View Wealth Advisors Group's SYY Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Sysco (SYY) stake by 10% in Q1 2026, selling an estimated $45.7K and leaving 4,763 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #328.

Sound View Wealth Advisors Group first reported a position in SYY in Q2 2019 and has held it in 28 quarters since. The position peaked at $475K in Q2 2022. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,763 shares of Sysco worth $340K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 553 Sysco shares in Q1 2026, an estimated $45.7K.
  • Sysco made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #328 holding.
  • Sound View Wealth Advisors Group first reported a position in Sysco in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Sysco position peaked at $475K in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.