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Synergy Investment Management’s Sysco SYY Stock Holding History

Synergy Investment 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 		$76K Sell
904
-212
-19% -$16K 0.02% 317
2026
Q1 		$79.6K Buy
+1,116
New +$92.3K 0.03% 226
2025
Q2 		– Sell
-978
Closed -$73.4K – 511
2025
Q1 		$73.4K Buy
978
+80
+9% +$5.86K 0.03% 191
2024
Q4 		$68.7K Buy
+898
New +$68.7K 0.03% 209

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 $3.37T AUM 44.26% 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

Synergy Investment Management's SYY Position: Q2 2026 in Review

Synergy Investment Management reduced its Sysco (SYY) stake by 19% in Q2 2026, selling an estimated $16K and leaving 904 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #317.

Synergy Investment Management first reported a position in SYY in Q4 2024 and has held it in 4 quarters since. The position peaked at $79.6K in Q1 2026. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Synergy Investment Management held 904 shares of Sysco worth $76K as of Q2 2026.
  • Synergy Investment Management sold 212 Sysco shares in Q2 2026, an estimated $16K.
  • Sysco made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #317 holding.
  • Synergy Investment Management first reported a position in Sysco in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Sysco position peaked at $79.6K in Q1 2026.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.