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Stiles Financial Services’s Sysco SYY Stock Holding History

Stiles Financial Services’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
2025
Q4 		– Sell
-2,950
Closed -$243K – 179
2025
Q3 		$243K Sell
2,950
-360
-11% -$28.8K 0.08% 163
2025
Q2 		$251K Sell
3,310
-72
-2% -$5.23K 0.09% 159
2025
Q1 		$254K Sell
3,382
-355
-9% -$26K 0.1% 151
2024
Q4 		$286K Sell
3,737
-115
-3% -$8.8K 0.1% 151
2024
Q3 		$301K Buy
3,852
+120
+3% +$9.02K 0.11% 149
2024
Q2 		$266K Buy
3,732
+96
+3% +$7.17K 0.1% 156
2024
Q1 		$295K Buy
3,636
+15
+0.4% +$1.18K 0.12% 141
2023
Q4 		$265K Sell
3,621
-1,433
-28% -$98.9K 0.12% 148
2023
Q3 		$334K Buy
5,054
+9
+0.2% +$647 0.17% 124
2023
Q2 		$374K Sell
5,045
-174
-3% -$12.9K 0.19% 126
2023
Q1 		$403K Buy
5,219
+17
+0.3% +$1.3K 0.22% 116
2022
Q4 		$398K Buy
5,202
+19
+0.4% +$1.53K 0.23% 111
2022
Q3 		$367K Sell
5,183
-247
-5% -$20.6K 0.22% 113
2022
Q2 		$460K Buy
5,430
+19
+0.4% +$1.59K 0.28% 99
2022
Q1 		$442K Sell
5,411
-395
-7% -$31.9K 0.22% 111
2021
Q4 		$423K Buy
+5,806
New +$447K 0.2% 115

Other funds holding SYY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stiles Financial Services's SYY Position: Q4 2025 in Review

Stiles Financial Services sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,950 shares — an estimated $243K sold.

Stiles Financial Services first reported a position in SYY in Q4 2021 and held it in 16 quarters. The position peaked at $460K in Q2 2022. 1,565 funds tracked by Wall St. Rank hold SYY as of Q4 2025.

  • Stiles Financial Services reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
  • Stiles Financial Services sold 2,950 Sysco shares in Q4 2025, an estimated $243K.
  • Stiles Financial Services first reported a position in Sysco in Q4 2021 and held it in 16 quarters.
  • Stiles Financial Services's Sysco position peaked at $460K in Q2 2022.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q4 2025.

Based on Stiles Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.