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Coldstream Capital Management’s Symbotic SYM Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-386
Closed -$7.8K – 3108
2025
Q1 		$7.8K Buy
+386
New +$9.86K ﹤0.01% 2496

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Mirae Asset Global ETFs Holdings
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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coldstream Capital Management's SYM Position: Q2 2025 in Review

Coldstream Capital Management sold out of Symbotic (SYM) in Q2 2025, closing a stake of 386 shares — an estimated $7.8K sold.

Coldstream Capital Management first reported a position in SYM in Q1 2025 and held it in 1 quarter. The position peaked at $7.8K in Q1 2025. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Coldstream Capital Management reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 386 Symbotic shares in Q2 2025, an estimated $7.8K.
  • Coldstream Capital Management first reported a position in Symbotic in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Symbotic position peaked at $7.8K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.