United Financial Planning Group’s Sysco SYY Stock Holding History

United Financial Planning Group’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	–	Sell	-15	Closed	-$1.1K	–	616
2025 Q4	$1.1K	Buy	+15	New	+$1.14K	﹤0.01%	359

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Financial Planning Group's SYY Position: Q1 2026 in Review

United Financial Planning Group sold out of Sysco (SYY) in Q1 2026, closing a stake of 15 shares — an estimated $1.1K sold.

United Financial Planning Group first reported a position in SYY in Q4 2025 and held it in 1 quarter. The position peaked at $1.1K in Q4 2025. 1,572 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

United Financial Planning Group reported no remaining Sysco position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 15 Sysco shares in Q1 2026, an estimated $1.1K.
United Financial Planning Group first reported a position in Sysco in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's Sysco position peaked at $1.1K in Q4 2025.
1,572 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.