Brookstone Capital Management
SYM icon

Brookstone Capital Management’s Symbotic SYM Stock Holding History

Brookstone 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 		$366K Buy
+8,706
New +$367K ﹤0.01% 1033
2026
Q2 		– Sell
-3,837
Closed -$204K – 1367
2026
Q1 		$204K Buy
+3,837
New +$220K ﹤0.01% 1155

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RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Slow Capital
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Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
DDD Partners
DDD Partners Bellevue, Washington $1.75B AUM 20.59% 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

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

Brookstone Capital Management opened a new position in Symbotic (SYM) in Q3 2026: 8,706 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in SYM as recently as Q1 2026.

Brookstone Capital Management first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Brookstone Capital Management held 8,706 shares of Symbotic worth $366K as of Q3 2026.
  • Symbotic was a new Brookstone Capital Management position in Q3 2026.
  • Symbotic made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1033 holding.
  • Brookstone Capital Management first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.