CAPTRUST Financial Advisors
SYM icon

CAPTRUST Financial Advisors’s Symbotic SYM Stock Holding History

CAPTRUST Financial 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 		$707K Buy
15,734
+4,755
+43% +$242K ﹤0.01% 1947
2026
Q1 		$584K Buy
10,979
+397
+4% +$22.7K ﹤0.01% 1930
2025
Q4 		$630K Buy
10,582
+643
+6% +$42.5K ﹤0.01% 1770
2025
Q3 		$536K Sell
9,939
-643
-6% -$32.5K ﹤0.01% 1768
2025
Q2 		$411K Buy
+10,582
New +$277K ﹤0.01% 1853
2025
Q1 		– Sell
-8,776
Closed -$208K – 2454
2024
Q4 		$208K Sell
8,776
-2,143
-20% -$60.9K ﹤0.01% 2126
2024
Q3 		$266K Sell
10,919
-41,667
-79% -$1.13M ﹤0.01% 1950
2024
Q2 		$1.85M Buy
52,586
+3,619
+7% +$146K 0.01% 859
2024
Q1 		$2.2M Buy
48,967
+14,286
+41% +$626K 0.01% 765
2023
Q4 		$1.78M Buy
34,681
+12,291
+55% +$539K 0.01% 959
2023
Q3 		$748K Buy
22,390
+14,984
+202% +$616K ﹤0.01% 1381
2023
Q2 		$317K Buy
+7,406
New +$243K ﹤0.01% 1927
2022
Q3 		– Sell
-2,000
Closed -$22K – 3826
2022
Q2 		$22K Hold
2,000
– – ﹤0.01% 3324
2022
Q1 		$20K Buy
+2,000
New +$19.8K ﹤0.01% 3396

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

CAPTRUST Financial Advisors's SYM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Symbotic (SYM) stake by 43% in Q2 2026, buying an estimated $242K and bringing the position to 15,734 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

CAPTRUST Financial Advisors first reported a position in SYM in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.2M in Q1 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • CAPTRUST Financial Advisors held 15,734 shares of Symbotic worth $707K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,755 Symbotic shares in Q2 2026, an estimated $242K.
  • Symbotic made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1947 holding.
  • CAPTRUST Financial Advisors first reported a position in Symbotic in Q1 2022 and has held it in 14 quarters since.
  • CAPTRUST Financial Advisors's Symbotic position peaked at $2.2M in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.