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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
Q2 		– Sell
-3,837
Closed -$204K – 1367
2026
Q1 		$204K Buy
+3,837
New +$220K ﹤0.01% 1155

Other funds holding SYM

SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Brookstone Capital Management's SYM Position: Q2 2026 in Review

Brookstone Capital Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 3,837 shares — an estimated $204K sold.

Brookstone Capital Management first reported a position in SYM in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 53 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Brookstone Capital Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Brookstone Capital Management sold 3,837 Symbotic shares in Q2 2026, an estimated $204K.
  • Brookstone Capital Management first reported a position in Symbotic in Q1 2026 and held it in 1 quarter.
  • Brookstone Capital Management's Symbotic position peaked at $204K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.