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Bouvel Investment Partners’s Symbotic SYM Stock Holding History

Bouvel Investment Partners’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 		– Sell
-45,983
Closed -$2.07M – 91
2026
Q2 		$2.07M Buy
45,983
+57
+0.1% +$2.9K 0.47% 63
2026
Q1 		$2.44M Buy
45,926
+1,644
+4% +$94.1K 0.71% 49
2025
Q4 		$2.63M Sell
44,282
-197
-0.4% -$13K 0.76% 48
2025
Q3 		$2.4M Buy
44,479
+336
+0.8% +$17K 0.73% 53
2025
Q2 		$1.71M Buy
+44,143
New +$1.16M 0.58% 55
2025
Q1 		– Sell
-44,539
Closed -$1.06M – 83
2024
Q4 		$1.06M Buy
+44,539
New +$1.27M 0.38% 63

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Bouvel Investment Partners's SYM Position: Q3 2026 in Review

Bouvel Investment Partners sold out of Symbotic (SYM) in Q3 2026, closing a stake of 45,983 shares — an estimated $2.07M sold.

Bouvel Investment Partners first reported a position in SYM in Q4 2024 and held it in 6 quarters. The position peaked at $2.63M in Q4 2025. 20 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Bouvel Investment Partners reported no remaining Symbotic position as of Q3 2026 after selling out during the quarter.
  • Bouvel Investment Partners sold 45,983 Symbotic shares in Q3 2026, an estimated $2.07M.
  • Bouvel Investment Partners first reported a position in Symbotic in Q4 2024 and held it in 6 quarters.
  • Bouvel Investment Partners's Symbotic position peaked at $2.63M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Bouvel Investment Partners's 13F filing for Q3 2026, filed 13 Oct 2026.