Capelight Capital Asset Management’s Symbotic SYM Stock Holding History

Capelight Capital Asset 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	$1.35M	Buy	+30,000	New	+$1.53M	0.65%	29

Other funds holding SYM

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

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Capelight Capital Asset Management's SYM Position: Q2 2026 in Review

Capelight Capital Asset Management opened a new position in Symbotic (SYM) in Q2 2026: 30,000 shares worth $1.35M. The stake represents 0.65% of the portfolio and ranks #29 among its holdings.

48 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Capelight Capital Asset Management held 30,000 shares of Symbotic worth $1.35M as of Q2 2026.
Symbotic was a new Capelight Capital Asset Management position in Q2 2026.
Symbotic made up 0.65% of Capelight Capital Asset Management's portfolio in Q2 2026, its #29 holding.
48 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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