Wealth Enhancement Advisory Services
SYY icon

Wealth Enhancement Advisory Services’s Sysco SYY Stock Holding History

Wealth Enhancement Advisory Services’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 		$15.4M Buy
191,021
+37,773
+25% +$2.86M 0.03% 520
2026
Q1 		$10.6M Sell
153,248
-51,282
-25% -$4.24M 0.02% 564
2025
Q4 		$14.9M Sell
204,530
-9,684
-5% -$737K 0.02% 562
2025
Q3 		$17.1M Sell
214,214
-4,564
-2% -$365K 0.03% 491
2025
Q2 		$16.9M Sell
218,778
-4,732
-2% -$344K 0.03% 473
2025
Q1 		$16.8M Buy
223,510
+4,932
+2% +$362K 0.03% 449
2024
Q4 		$16.7M Buy
218,578
+56,419
+35% +$4.32M 0.03% 415
2024
Q3 		$12.7M Buy
162,159
+2,509
+2% +$189K 0.03% 455
2024
Q2 		$11.4M Sell
159,650
-784
-0.5% -$58.6K 0.03% 448
2024
Q1 		$13M Buy
160,434
+4,709
+3% +$371K 0.03% 406
2023
Q4 		$11.4M Sell
155,725
-80,382
-34% -$5.55M 0.03% 399
2023
Q3 		$15.6M Buy
236,107
+232,345
+6,176% +$16.7M 0.05% 322
2023
Q2 		$279K Sell
3,762
-12,672
-77% -$937K ﹤0.01% 448
2023
Q1 		$1.27M Buy
+16,434
New +$1.26M 0.01% 281
2019
Q1 		– Sell
-14,560
Closed -$913K – 216
2018
Q4 		$913K Sell
14,560
-7,731
-35% -$521K 0.06% 132
2018
Q3 		$1.6M Buy
+22,291
New +$1.61M 0.1% 79
2016
Q4 		– Sell
-12,834
Closed -$613K – 180
2016
Q3 		$613K Buy
+12,834
New +$659K 0.09% 132

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's SYY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Sysco (SYY) stake by 25% in Q2 2026, buying an estimated $2.86M and bringing the position to 191,021 shares worth $15.4M. The position accounts for 0.03% of the portfolio, ranked #520.

Wealth Enhancement Advisory Services first reported a position in SYY in Q3 2016 and has held it in 17 quarters since. The position peaked at $17.1M in Q3 2025. 251 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 191,021 shares of Sysco worth $15.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 37,773 Sysco shares in Q2 2026, an estimated $2.86M.
  • Sysco made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #520 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sysco in Q3 2016 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Sysco position peaked at $17.1M in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.