SWP
SYY icon

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
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 $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

Sagespring Wealth Partners's SYY Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Sysco (SYY) stake by 0.47% in Q1 2026, buying an estimated $2.73K and bringing the position to 7,011 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #498.

Sagespring Wealth Partners first reported a position in SYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $627K in Q3 2025. 1,562 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • Sagespring Wealth Partners held 7,011 shares of Sysco worth $500K as of Q1 2026.
  • Sagespring Wealth Partners bought 33 Sysco shares in Q1 2026, an estimated $2.73K.
  • Sysco made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #498 holding.
  • Sagespring Wealth Partners first reported a position in Sysco in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Sysco position peaked at $627K in Q3 2025.
  • 1,562 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.