GeoWealth Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$629K Buy
8,823
+276
+3% +$22.8K 0.02% 418
2025
Q4
$630K Buy
8,547
+910
+12% +$69.2K 0.02% 390
2025
Q3
$629K Buy
7,637
+2,757
+56% +$220K 0.02% 397
2025
Q2
$370K Sell
4,880
-1,351
-22% -$98.1K 0.01% 484
2025
Q1
$468K Sell
6,231
-317
-5% -$23.2K 0.02% 435
2024
Q4
$501K Buy
6,548
+2,083
+47% +$159K 0.02% 468
2024
Q3
$349K Sell
4,465
-173
-4% -$13K 0.01% 562
2024
Q2
$331K Sell
4,638
-832
-15% -$62.2K 0.01% 552
2024
Q1
$444K Buy
5,470
+3,619
+196% +$285K 0.02% 472
2023
Q4
$135K Buy
1,851
+1,302
+237% +$89.9K 0.01% 551
2023
Q3
$36K Buy
549
+281
+105% +$20.2K ﹤0.01% 411
2023
Q2
$20K Buy
+268
New +$19.8K ﹤0.01% 373

Other funds holding SYY

GeoWealth Management's SYY Position: Q1 2026 in Review

GeoWealth Management increased its Sysco (SYY) stake by 3.2% in Q1 2026, buying an estimated $22.8K and bringing the position to 8,823 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #418.

GeoWealth Management first reported a position in SYY in Q2 2023 and has held it in 12 quarters since. The position peaked at $630K in Q4 2025. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • GeoWealth Management held 8,823 shares of Sysco worth $629K as of Q1 2026.
  • GeoWealth Management bought 276 Sysco shares in Q1 2026, an estimated $22.8K.
  • Sysco made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #418 holding.
  • GeoWealth Management first reported a position in Sysco in Q2 2023 and has held it in 12 quarters since.
  • GeoWealth Management's Sysco position peaked at $630K in Q4 2025.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.