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Paragon Private Wealth Management’s Sysco SYY Stock Holding History

Paragon Private 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
Q1 		$218K Sell
3,058
-626
-17% -$51.7K 0.07% 205
2025
Q4 		$271K Sell
3,684
-1,238
-25% -$94.2K 0.08% 187
2025
Q3 		$405K Sell
4,922
-3,566
-42% -$285K 0.13% 156
2025
Q2 		$643K Sell
8,488
-2,962
-26% -$215K 0.26% 107
2025
Q1 		$859K Sell
11,450
-1,113
-9% -$81.6K 0.4% 71
2024
Q4 		$961K Buy
12,563
+747
+6% +$57.2K 0.44% 63
2024
Q3 		$922K Buy
11,816
+418
+4% +$31.4K 0.46% 63
2024
Q2 		$814K Sell
11,398
-328
-3% -$24.5K 0.46% 65
2024
Q1 		$952K Buy
11,726
+435
+4% +$34.3K 0.57% 58
2023
Q4 		$826K Buy
11,291
+670
+6% +$46.2K 0.58% 62
2023
Q3 		$702K Buy
10,621
+341
+3% +$24.5K 0.58% 59
2023
Q2 		$763K Buy
10,280
+600
+6% +$44.4K 0.61% 55
2023
Q1 		$748K Buy
9,680
+1,700
+21% +$130K 0.63% 55
2022
Q4 		$610K Buy
7,980
+1,633
+26% +$132K 0.55% 54
2022
Q3 		$524K Buy
6,347
+3,441
+118% +$287K 0.51% 62
2022
Q2 		$246K Buy
2,906
+37
+1% +$3.1K 0.26% 91
2022
Q1 		$243K Buy
+2,869
New +$232K 0.24% 93

Other funds holding SYY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 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

Paragon Private Wealth Management's SYY Position: Q1 2026 in Review

Paragon Private Wealth Management reduced its Sysco (SYY) stake by 17% in Q1 2026, selling an estimated $51.7K and leaving 3,058 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #205.

Paragon Private Wealth Management first reported a position in SYY in Q1 2022 and has held it in 17 quarters since. The position peaked at $961K in Q4 2024. 1,559 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Paragon Private Wealth Management held 3,058 shares of Sysco worth $218K as of Q1 2026.
  • Paragon Private Wealth Management sold 626 Sysco shares in Q1 2026, an estimated $51.7K.
  • Sysco made up 0.07% of Paragon Private Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Paragon Private Wealth Management first reported a position in Sysco in Q1 2022 and has held it in 17 quarters since.
  • Paragon Private Wealth Management's Sysco position peaked at $961K in Q4 2024.
  • 1,559 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.