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Wealth Enhancement Trust Services’s Sysco SYY Stock Holding History

Wealth Enhancement Trust 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 		$799K Buy
9,554
+235
+3% +$17.8K 0.09% 175
2026
Q1 		$665K Hold
9,319
– – 0.08% 188
2025
Q4 		$687K Buy
+9,319
New +$709K 0.09% 175

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Sysco (SYY) stake by 2.5% in Q2 2026, buying an estimated $17.8K and bringing the position to 9,554 shares worth $799K. The position accounts for 0.09% of the portfolio, ranked #175.

Wealth Enhancement Trust Services first reported a position in SYY in Q4 2025 and has held it in 3 quarters since. 1,242 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,554 shares of Sysco worth $799K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 235 Sysco shares in Q2 2026, an estimated $17.8K.
  • Sysco made up 0.09% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #175 holding.
  • Wealth Enhancement Trust Services first reported a position in Sysco in Q4 2025 and has held it in 3 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

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