CCIA
SYM icon

Cherry Creek Investment Advisors’s Symbotic SYM Stock Holding History

Cherry Creek 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
Q3 		$427K Sell
10,150
-3,328
-25% -$140K 0.16% 82
2026
Q2 		$606K Sell
13,478
-14,710
-52% -$750K 0.24% 65
2026
Q1 		$1.5M Sell
28,188
-2,434
-8% -$139K 0.65% 34
2025
Q4 		$1.82M Sell
30,622
-2,383
-7% -$157K 0.78% 29
2025
Q3 		$1.78M Buy
+33,005
New +$1.67M 0.77% 30

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cherry Creek Investment Advisors's SYM Position: Q3 2026 in Review

Cherry Creek Investment Advisors reduced its Symbotic (SYM) stake by 25% in Q3 2026, selling an estimated $140K and leaving 10,150 shares worth $427K. The position accounts for 0.16% of the portfolio, ranked #82.

Cherry Creek Investment Advisors first reported a position in SYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q4 2025. 26 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Cherry Creek Investment Advisors held 10,150 shares of Symbotic worth $427K as of Q3 2026.
  • Cherry Creek Investment Advisors sold 3,328 Symbotic shares in Q3 2026, an estimated $140K.
  • Symbotic made up 0.16% of Cherry Creek Investment Advisors's portfolio in Q3 2026, its #82 holding.
  • Cherry Creek Investment Advisors first reported a position in Symbotic in Q3 2025 and has held it in 5 quarters since.
  • Cherry Creek Investment Advisors's Symbotic position peaked at $1.82M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.