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Venturi Wealth Management’s Sysco SYY Stock Holding History

Venturi 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
Q2 		$1.4M Buy
16,805
+786
+5% +$59.5K 0.05% 173
2026
Q1 		$1.14M Sell
16,019
-535
-3% -$44.2K 0.05% 186
2025
Q4 		$1.22M Sell
16,554
-773
-4% -$58.8K 0.05% 169
2025
Q3 		$1.43M Buy
17,327
+104
+0.6% +$8.32K 0.07% 151
2025
Q2 		$1.3M Sell
17,223
-391
-2% -$28.4K 0.06% 167
2025
Q1 		$1.32M Buy
17,614
+227
+1% +$16.6K 0.07% 169
2024
Q4 		$1.33M Buy
17,387
+12,938
+291% +$990K 0.07% 168
2024
Q3 		$347K Buy
4,449
+366
+9% +$27.5K 0.02% 355
2024
Q2 		$291K Buy
4,083
+3,823
+1,470% +$286K 0.02% 355
2024
Q1 		$21.1K Buy
260
+34
+15% +$2.68K ﹤0.01% 727
2023
Q4 		$16.5K Buy
226
+50
+28% +$3.45K ﹤0.01% 754
2023
Q3 		$11.6K Buy
+176
New +$12.6K ﹤0.01% 771
2020
Q2 		– Sell
-8,993
Closed -$410K – 283
2020
Q1 		$410K Buy
8,993
+3,995
+80% +$276K 0.07% 139
2019
Q4 		$428K Sell
4,998
-185
-4% -$15K 0.05% 160
2019
Q3 		$412K Sell
5,183
-2,337
-31% -$172K 0.05% 155
2019
Q2 		$532K Sell
7,520
-120,138
-94% -$8.55M 0.07% 141
2019
Q1 		$8.53M Buy
+127,658
New +$8.3M 1.11% 30
2018
Q4 		– Sell
-93,440
Closed -$6.82M – 264
2018
Q3 		$6.82M Buy
93,440
+1,835
+2% +$132K 1.21% 29
2018
Q2 		$6.42M Buy
+91,605
New +$5.85M 1.2% 30

Other funds holding SYY

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Venturi Wealth Management's SYY Position: Q2 2026 in Review

Venturi Wealth Management increased its Sysco (SYY) stake by 4.9% in Q2 2026, buying an estimated $59.5K and bringing the position to 16,805 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #173.

Venturi Wealth Management first reported a position in SYY in Q2 2018 and has held it in 19 quarters since. The position peaked at $8.53M in Q1 2019. 372 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Venturi Wealth Management held 16,805 shares of Sysco worth $1.4M as of Q2 2026.
  • Venturi Wealth Management bought 786 Sysco shares in Q2 2026, an estimated $59.5K.
  • Sysco made up 0.05% of Venturi Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Venturi Wealth Management first reported a position in Sysco in Q2 2018 and has held it in 19 quarters since.
  • Venturi Wealth Management's Sysco position peaked at $8.53M in Q1 2019.
  • 372 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.