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CoreCap Advisors’s Symbotic SYM Stock Holding History

CoreCap 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 		$198K Sell
4,398
-458
-9% -$23.3K 0.01% 865
2026
Q1 		$258K Sell
4,856
-890
-15% -$51K 0.01% 711
2025
Q4 		$342K Sell
5,746
-8,394
-59% -$554K 0.01% 620
2025
Q3 		$762K Buy
14,140
+2,055
+17% +$104K 0.03% 424
2025
Q2 		$470K Buy
12,085
+5,456
+82% +$143K 0.02% 525
2025
Q1 		$134K Buy
6,629
+1,100
+20% +$28.1K 0.01% 791
2024
Q4 		$131K Buy
5,529
+4,339
+365% +$123K 0.01% 831
2024
Q3 		$29K Buy
1,190
+649
+120% +$17.6K ﹤0.01% 1412
2024
Q2 		$19K Sell
541
-3,150
-85% -$127K ﹤0.01% 906
2024
Q1 		$166K Buy
+3,691
New +$162K 0.01% 681
2023
Q4 		– Sell
-8,010
Closed -$268K – 634
2023
Q3 		$268K Sell
8,010
-2,840
-26% -$117K 0.02% 447
2023
Q2 		$464K Buy
+10,850
New +$356K 0.03% 361

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

CoreCap Advisors's SYM Position: Q2 2026 in Review

CoreCap Advisors reduced its Symbotic (SYM) stake by 9.4% in Q2 2026, selling an estimated $23.3K and leaving 4,398 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #865.

CoreCap Advisors first reported a position in SYM in Q2 2023 and has held it in 12 quarters since. The position peaked at $762K in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • CoreCap Advisors held 4,398 shares of Symbotic worth $198K as of Q2 2026.
  • CoreCap Advisors sold 458 Symbotic shares in Q2 2026, an estimated $23.3K.
  • Symbotic made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #865 holding.
  • CoreCap Advisors first reported a position in Symbotic in Q2 2023 and has held it in 12 quarters since.
  • CoreCap Advisors's Symbotic position peaked at $762K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.