Partnership Wealth Management’s Sysco SYY Stock Holding History

Partnership 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 Q3	$390K	Hold	5,000	–	–	0.28%	48
2026 Q2	$418K	Hold	5,000	–	–	0.28%	47
2026 Q1	$357K	Hold	5,000	–	–	0.27%	50
2025 Q4	$368K	Hold	5,000	–	–	0.27%	52
2025 Q3	$412K	Hold	5,000	–	–	0.32%	50
2025 Q2	$379K	Hold	5,000	–	–	0.31%	53
2025 Q1	$375K	Hold	5,000	–	–	0.32%	52
2024 Q4	$382K	Hold	5,000	–	–	0.32%	53
2024 Q3	$390K	Hold	5,000	–	–	0.28%	53
2024 Q2	$357K	Hold	5,000	–	–	0.26%	69
2024 Q1	$406K	Hold	5,000	–	–	0.28%	76
2023 Q4	$405K	Buy	+5,000	New	+$345K	0.31%	67

Other funds holding SYY

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GAM

GEM Asset Management Plymouth, Michigan $252M AUM 14.11% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Partnership Wealth Management's SYY Position: Q3 2026 in Review

Partnership Wealth Management held its Sysco (SYY) position steady in Q3 2026 at 5,000 shares worth $390K. The position accounts for 0.28% of the portfolio, ranked #48.

Partnership Wealth Management first reported a position in SYY in Q4 2023 and has held it in 12 quarters since. The position peaked at $418K in Q2 2026. 115 funds tracked by Wall St. Rank hold SYY as of Q3 2026.

Partnership Wealth Management held 5,000 shares of Sysco worth $390K as of Q3 2026.
Partnership Wealth Management left its Sysco share count unchanged in Q3 2026.
Sysco made up 0.28% of Partnership Wealth Management's portfolio in Q3 2026, its #48 holding.
Partnership Wealth Management first reported a position in Sysco in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's Sysco position peaked at $418K in Q2 2026.
115 funds tracked by Wall St. Rank held Sysco as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.