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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
Q3 		$93K Sell
2,211
-2,187
-50% -$92.2K ﹤0.01% 1130
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CoreCap Advisors's SYM Position: Q3 2026 in Review

CoreCap Advisors reduced its Symbotic (SYM) stake by 50% in Q3 2026, selling an estimated $92.2K and leaving 2,211 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

CoreCap Advisors first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $762K in Q3 2025. 14 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • CoreCap Advisors held 2,211 shares of Symbotic worth $93K as of Q3 2026.
  • CoreCap Advisors sold 2,187 Symbotic shares in Q3 2026, an estimated $92.2K.
  • Symbotic made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1130 holding.
  • CoreCap Advisors first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • CoreCap Advisors's Symbotic position peaked at $762K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.