SWP
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Sagespring Wealth Partners’s Sysco SYY Stock Holding History

Sagespring 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
Q2 		$781K Buy
9,339
+2,328
+33% +$176K 0.01% 414
2026
Q1 		$500K Buy
7,011
+33
+0.5% +$2.73K 0.01% 498
2025
Q4 		$514K Sell
6,978
-633
-8% -$48.2K 0.01% 464
2025
Q3 		$627K Buy
7,611
+1,013
+15% +$81K 0.01% 411
2025
Q2 		$500K Buy
6,598
+1,246
+23% +$90.5K 0.01% 441
2025
Q1 		$402K Buy
5,352
+204
+4% +$15K 0.01% 440
2024
Q4 		$394K Buy
+5,148
New +$394K 0.01% 401

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sagespring Wealth Partners's SYY Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Sysco (SYY) stake by 33% in Q2 2026, buying an estimated $176K and bringing the position to 9,339 shares worth $781K. The position accounts for 0.01% of the portfolio, ranked #414.

Sagespring Wealth Partners first reported a position in SYY in Q4 2024 and has held it in 7 quarters since. 1,637 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Sagespring Wealth Partners held 9,339 shares of Sysco worth $781K as of Q2 2026.
  • Sagespring Wealth Partners bought 2,328 Sysco shares in Q2 2026, an estimated $176K.
  • Sysco made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #414 holding.
  • Sagespring Wealth Partners first reported a position in Sysco in Q4 2024 and has held it in 7 quarters since.
  • 1,637 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.