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Werba Rubin Papier Wealth Management’s Sysco SYY Stock Holding History

Werba Rubin Papier 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 		$245K Sell
2,934
-676
-19% -$51.2K 0.03% 256
2026
Q1 		$258K Buy
3,610
+524
+17% +$43.3K 0.04% 223
2025
Q4 		$227K Buy
3,086
+67
+2% +$5.1K 0.06% 201
2025
Q3 		$249K Buy
3,019
+196
+7% +$15.7K 0.04% 200
2025
Q2 		$214K Sell
2,823
-460
-14% -$33.4K 0.04% 206
2025
Q1 		$246K Buy
3,283
+335
+11% +$24.6K 0.05% 157
2024
Q4 		$225K Buy
+2,948
New +$226K 0.05% 165

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Werba Rubin Papier Wealth Management's SYY Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Sysco (SYY) stake by 19% in Q2 2026, selling an estimated $51.2K and leaving 2,934 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #256.

Werba Rubin Papier Wealth Management first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q1 2026. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 2,934 shares of Sysco worth $245K as of Q2 2026.
  • Werba Rubin Papier Wealth Management sold 676 Sysco shares in Q2 2026, an estimated $51.2K.
  • Sysco made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • Werba Rubin Papier Wealth Management's Sysco position peaked at $258K in Q1 2026.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.