BluePath Capital Management
SYM icon

BluePath Capital Management’s Symbotic SYM Stock Holding History

BluePath Capital Management’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 		$1.42M Buy
33,820
+11,514
+52% +$486K 0.74% 43
2026
Q2 		$1M Buy
+22,306
New +$1.14M 0.55% 73
2023
Q4 		– Sell
-2,800
Closed -$93.6K – 290
2023
Q3 		$93.6K Buy
+2,800
New +$115K 0.09% 152

Other funds holding SYM

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

BluePath Capital Management's SYM Position: Q3 2026 in Review

BluePath Capital Management increased its Symbotic (SYM) stake by 52% in Q3 2026, buying an estimated $486K and bringing the position to 33,820 shares worth $1.42M. The position accounts for 0.74% of the portfolio, ranked #43.

BluePath Capital Management first reported a position in SYM in Q3 2023 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • BluePath Capital Management held 33,820 shares of Symbotic worth $1.42M as of Q3 2026.
  • BluePath Capital Management bought 11,514 Symbotic shares in Q3 2026, an estimated $486K.
  • Symbotic made up 0.74% of BluePath Capital Management's portfolio in Q3 2026, its #43 holding.
  • BluePath Capital Management first reported a position in Symbotic in Q3 2023 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.