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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

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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.

419 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.
  • 419 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.