Wealthspire Advisors (New York)’s Sysco SYY Stock Holding History

Wealthspire Advisors (New York)’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	$730K	Buy	8,733 +4,927	+129%	+$373K	﹤0.01%	657
2026 Q1	$272K	Sell	3,806 -1,760	-32%	-$145K	﹤0.01%	756
2025 Q4	$410K	Buy	5,566 +5,174	+1,320%	+$394K	﹤0.01%	679
2025 Q3	$32.3K	Buy	+392	New	+$31.3K	﹤0.01%	1419
2025 Q2	–	Sell	-7,916	Closed	-$594K	–	875
2025 Q1	$594K	Buy	7,916 +627	+9%	+$46K	﹤0.01%	479
2024 Q4	$557K	Buy	7,289 +54	+0.7%	+$4.13K	0.01%	489
2024 Q3	$565K	Buy	7,235 +210	+3%	+$15.8K	0.01%	466
2024 Q2	$502K	Sell	7,025 -827	-11%	-$61.8K	0.01%	428
2024 Q1	$637K	Sell	7,852 -195	-2%	-$15.4K	0.01%	383
2023 Q4	$588K	Buy	8,047 +87	+1%	+$6K	0.01%	393
2023 Q3	$526K	Buy	7,960 +166	+2%	+$11.9K	0.01%	380
2023 Q2	$578K	Buy	7,794 +23	+0.3%	+$1.7K	0.01%	336
2023 Q1	$600K	Sell	7,771 -947	-11%	-$72.7K	0.01%	326
2022 Q4	$666K	Buy	8,718 +1,183	+16%	+$95.6K	0.01%	335
2022 Q3	$533K	Buy	7,535 +919	+14%	+$76.5K	0.01%	323
2022 Q2	$560K	Sell	6,616 -334	-5%	-$28K	0.01%	297
2022 Q1	$567K	Sell	6,950 -1,160	-14%	-$93.8K	0.01%	258
2021 Q4	$637K	Sell	8,110 -597	-7%	-$45.9K	0.01%	281
2021 Q3	$683K	Buy	8,707 +1,418	+19%	+$108K	0.01%	303
2021 Q2	$567K	Sell	7,289 -4,148	-36%	-$335K	0.01%	212
2021 Q1	$901K	Buy	11,437 +828	+8%	+$64.2K	0.02%	281
2020 Q4	$788K	Buy	+10,609	New	+$729K	0.02%	238
2020 Q2	–	Sell	-13,038	Closed	-$595K	–	499
2020 Q1	$595K	Buy	+13,038	New	+$902K	0.02%	269
2019 Q1	–	Sell	-399	Closed	-$25K	–	695
2018 Q4	$25K	Buy	+399	New	+$26.9K	﹤0.01%	295

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Wealthspire Advisors (New York)'s SYY Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Sysco (SYY) stake by 129% in Q2 2026, buying an estimated $373K and bringing the position to 8,733 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Wealthspire Advisors (New York) first reported a position in SYY in Q4 2018 and has held it in 24 quarters since. The position peaked at $901K in Q1 2021. 1,640 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

Wealthspire Advisors (New York) held 8,733 shares of Sysco worth $730K as of Q2 2026.
Wealthspire Advisors (New York) bought 4,927 Sysco shares in Q2 2026, an estimated $373K.
Sysco made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #657 holding.
Wealthspire Advisors (New York) first reported a position in Sysco in Q4 2018 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s Sysco position peaked at $901K in Q1 2021.
1,640 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.