TWM
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Tripletail Wealth Management’s Sysco SYY Stock Holding History

Tripletail Wealth 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
Q1 		$33.4K Sell
470
-73
-13% -$6.04K 0.05% 167
2025
Q4 		$40K Sell
543
-73
-12% -$5.55K 0.05% 149
2025
Q3 		$48.9K Buy
+616
New +$49.3K 0.06% 156

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

Tripletail Wealth Management's SYY Position: Q1 2026 in Review

Tripletail Wealth Management reduced its Sysco (SYY) stake by 13% in Q1 2026, selling an estimated $6.04K and leaving 470 shares worth $33.4K. The position accounts for 0.05% of the portfolio, ranked #167.

Tripletail Wealth Management first reported a position in SYY in Q3 2025 and has held it in 3 quarters since. The position peaked at $48.9K in Q3 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Tripletail Wealth Management held 470 shares of Sysco worth $33.4K as of Q1 2026.
  • Tripletail Wealth Management sold 73 Sysco shares in Q1 2026, an estimated $6.04K.
  • Sysco made up 0.05% of Tripletail Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Tripletail Wealth Management first reported a position in Sysco in Q3 2025 and has held it in 3 quarters since.
  • Tripletail Wealth Management's Sysco position peaked at $48.9K in Q3 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.