UAS
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United Asset Strategies’s Sysco SYY Stock Holding History

United Asset Strategies’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 		$1.86M Buy
22,215
+865
+4% +$65.5K 0.13% 106
2026
Q1 		$1.52M Sell
21,350
-2,514
-11% -$208K 0.12% 110
2025
Q4 		$1.76M Sell
23,864
-4,517
-16% -$344K 0.14% 108
2025
Q3 		$2.34M Buy
28,381
+19
+0.1% +$1.52K 0.19% 89
2025
Q2 		$2.15M Buy
28,362
+18,044
+175% +$1.31M 0.18% 92
2025
Q1 		$774K Buy
+10,318
New +$756K 0.07% 163

Other funds holding SYY

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GAM
GEM Asset Management Plymouth, Michigan $254M AUM 23.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

United Asset Strategies's SYY Position: Q2 2026 in Review

United Asset Strategies increased its Sysco (SYY) stake by 4.1% in Q2 2026, buying an estimated $65.5K and bringing the position to 22,215 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #106.

United Asset Strategies first reported a position in SYY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.34M in Q3 2025. 466 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • United Asset Strategies held 22,215 shares of Sysco worth $1.86M as of Q2 2026.
  • United Asset Strategies bought 865 Sysco shares in Q2 2026, an estimated $65.5K.
  • Sysco made up 0.13% of United Asset Strategies's portfolio in Q2 2026, its #106 holding.
  • United Asset Strategies first reported a position in Sysco in Q1 2025 and has held it in 6 quarters since.
  • United Asset Strategies's Sysco position peaked at $2.34M in Q3 2025.
  • 466 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.