CCFM
SYM icon

Clear Creek Financial Management’s Symbotic SYM Stock Holding History

Clear Creek Financial 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 		– Sell
-11,652
Closed -$620K – 674
2026
Q1 		$620K Buy
11,652
+1,680
+17% +$96.2K 0.05% 338
2025
Q4 		$593K Buy
+9,972
New +$659K 0.05% 332
2024
Q4 		– Sell
-11,200
Closed -$273K – 512
2024
Q3 		$273K Buy
+11,200
New +$304K 0.03% 368

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

Clear Creek Financial Management's SYM Position: Q2 2026 in Review

Clear Creek Financial Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 11,652 shares — an estimated $620K sold.

Clear Creek Financial Management first reported a position in SYM in Q3 2024 and held it in 3 quarters. The position peaked at $620K in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Clear Creek Financial Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 11,652 Symbotic shares in Q2 2026, an estimated $620K.
  • Clear Creek Financial Management first reported a position in Symbotic in Q3 2024 and held it in 3 quarters.
  • Clear Creek Financial Management's Symbotic position peaked at $620K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.