Elevation Wealth Partners’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$45.1K Sell
540
-86
-14% -$6.51K 0.01% 330
2026
Q1
$44.7K Buy
626
+515
+464% +$42.6K 0.02% 259
2025
Q4
$8.18K Buy
+111
New +$8.45K ﹤0.01% 519

Other funds holding SYY

Elevation Wealth Partners's SYY Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Sysco (SYY) stake by 14% in Q2 2026, selling an estimated $6.51K and leaving 540 shares worth $45.1K. The position accounts for 0.01% of the portfolio, ranked #330.

Elevation Wealth Partners first reported a position in SYY in Q4 2025 and has held it in 3 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Elevation Wealth Partners held 540 shares of Sysco worth $45.1K as of Q2 2026.
  • Elevation Wealth Partners sold 86 Sysco shares in Q2 2026, an estimated $6.51K.
  • Sysco made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #330 holding.
  • Elevation Wealth Partners first reported a position in Sysco in Q4 2025 and has held it in 3 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.