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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
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 $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s SYY Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Sysco (SYY) stake by 32% in Q1 2026, selling an estimated $145K and leaving 3,806 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Wealthspire Advisors (New York) first reported a position in SYY in Q4 2018 and has held it in 23 quarters since. The position peaked at $901K in Q1 2021. 1,565 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,806 shares of Sysco worth $272K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,760 Sysco shares in Q1 2026, an estimated $145K.
  • Sysco made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #756 holding.
  • Wealthspire Advisors (New York) first reported a position in Sysco in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Sysco position peaked at $901K in Q1 2021.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.