Triad Wealth Partners’s Sysco SYY Stock Holding History

Triad Wealth Partners’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	$257K	Buy	+3,021	New	+$229K	0.02%	478
2024 Q3	–	Sell	-1,330	Closed	-$94.9K	–	804
2024 Q2	$94.9K	Buy	+1,330	New	+$99.4K	0.05%	160

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

Triad Wealth Partners's SYY Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Sysco (SYY) in Q2 2026: 3,021 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #478 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in SYY as recently as Q2 2024.

Triad Wealth Partners first reported a position in SYY in Q2 2024 and has held it in 2 quarters since. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Triad Wealth Partners held 3,021 shares of Sysco worth $257K as of Q2 2026.
Sysco was a new Triad Wealth Partners position in Q2 2026.
Sysco made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #478 holding.
Triad Wealth Partners first reported a position in Sysco in Q2 2024 and has held it in 2 quarters since.
1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.