Rothwell Investment Advisors, LLC’s Symbotic SYM Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio SYM Stock Details SYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$52.9K	Buy	+1,258	New	+$53.1K	0.03%	418

Other funds holding SYM

Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SYM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Symbotic (SYM) in Q3 2026: 1,258 shares worth $52.9K. The stake represents 0.03% of the portfolio and ranks #418 among its holdings.

190 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,258 shares of Symbotic worth $52.9K as of Q3 2026.
Symbotic was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Symbotic made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #418 holding.
190 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.