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Private Wealth Management Group’s Sysco SYY Stock Holding History

Private Wealth Management Group’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 		$57K Sell
799
-20
-2% -$1.65K 0.02% 177
2025
Q4 		$60.4K Buy
819
+12
+1% +$913 0.02% 174
2025
Q3 		$66.4K Hold
807
– – 0.02% 157
2025
Q2 		$61.1K Sell
807
-3
-0.4% -$218 0.02% 147
2025
Q1 		$60.8K Sell
810
-98
-11% -$7.18K 0.02% 149
2024
Q4 		$69.4K Buy
908
+19
+2% +$1.46K 0.03% 146
2024
Q3 		$69.4K Buy
889
+28
+3% +$2.1K 0.03% 135
2024
Q2 		$61.5K Buy
861
+142
+20% +$10.6K 0.03% 143
2024
Q1 		$58.4K Buy
719
+32
+5% +$2.52K 0.03% 143
2023
Q4 		$50.2K Buy
+687
New +$47.4K 0.02% 153

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

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

Private Wealth Management Group reduced its Sysco (SYY) stake by 2.4% in Q1 2026, selling an estimated $1.65K and leaving 799 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #177.

Private Wealth Management Group first reported a position in SYY in Q4 2023 and has held it in 10 quarters since. The position peaked at $69.4K in Q4 2024. 1,558 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Private Wealth Management Group held 799 shares of Sysco worth $57K as of Q1 2026.
  • Private Wealth Management Group sold 20 Sysco shares in Q1 2026, an estimated $1.65K.
  • Sysco made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #177 holding.
  • Private Wealth Management Group first reported a position in Sysco in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Sysco position peaked at $69.4K in Q4 2024.
  • 1,558 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.