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SHP Wealth Management’s Sysco SYY Stock Holding History

SHP 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 		$2.53M Buy
35,431
+24
+0.1% +$1.98K 0.19% 37
2025
Q4 		$2.61M Buy
+35,407
New +$2.69M 0.2% 38

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

SHP Wealth Management's SYY Position: Q1 2026 in Review

SHP Wealth Management increased its Sysco (SYY) stake by 0.07% in Q1 2026, buying an estimated $1.98K and bringing the position to 35,431 shares worth $2.53M. The position accounts for 0.19% of the portfolio, ranked #37.

SHP Wealth Management first reported a position in SYY in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.61M in Q4 2025. 1,565 funds tracked by Wall St. Rank hold SYY as of Q1 2026.

  • SHP Wealth Management held 35,431 shares of Sysco worth $2.53M as of Q1 2026.
  • SHP Wealth Management bought 24 Sysco shares in Q1 2026, an estimated $1.98K.
  • Sysco made up 0.19% of SHP Wealth Management's portfolio in Q1 2026, its #37 holding.
  • SHP Wealth Management first reported a position in Sysco in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Sysco position peaked at $2.61M in Q4 2025.
  • 1,565 funds tracked by Wall St. Rank held Sysco as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.