Capstone Investment Advisors
SYM icon

Capstone Investment Advisors’s Symbotic SYM Stock Holding History

Capstone Investment Advisors’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 		$311K Buy
+6,912
New +$352K ﹤0.01% 1440
2024
Q3 		– Sell
-7,314
Closed -$257K – 2198
2024
Q2 		$257K Sell
7,314
-66,344
-90% -$2.68M ﹤0.01% 1656
2024
Q1 		$3.31M Buy
+73,658
New +$3.23M 0.01% 587

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WI
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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

Capstone Investment Advisors's SYM Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Symbotic (SYM) in Q2 2026: 6,912 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in SYM as recently as Q2 2024.

Capstone Investment Advisors first reported a position in SYM in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.31M in Q1 2024. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Capstone Investment Advisors held 6,912 shares of Symbotic worth $311K as of Q2 2026.
  • Symbotic was a new Capstone Investment Advisors position in Q2 2026.
  • Symbotic made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1440 holding.
  • Capstone Investment Advisors first reported a position in Symbotic in Q1 2024 and has held it in 3 quarters since.
  • Capstone Investment Advisors's Symbotic position peaked at $3.31M in Q1 2024.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.