EWP
SYY icon

Elevation Wealth Partners’s Sysco SYY Stock Holding History

Elevation Wealth Partners’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
Q3 		$47.9K Buy
614
+74
+14% +$6.08K 0.01% 405
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's SYY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Sysco (SYY) stake by 14% in Q3 2026, buying an estimated $6.08K and bringing the position to 614 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #405.

Elevation Wealth Partners first reported a position in SYY in Q4 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

  • Elevation Wealth Partners held 614 shares of Sysco worth $47.9K as of Q3 2026.
  • Elevation Wealth Partners bought 74 Sysco shares in Q3 2026, an estimated $6.08K.
  • Sysco made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #405 holding.
  • Elevation Wealth Partners first reported a position in Sysco in Q4 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.