Creative Capital Management Investments’s Symbotic SYM Stock Holding History

Creative Capital Management Investments’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	$45	Buy	+1	New	+$51	﹤0.01%	1437

Other funds holding SYM

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Creative Capital Management Investments's SYM Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Symbotic (SYM) in Q2 2026: 1 share worth $45. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings.

85 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Creative Capital Management Investments held 1 share of Symbotic worth $45 as of Q2 2026.
Symbotic was a new Creative Capital Management Investments position in Q2 2026.
Symbotic made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1437 holding.
85 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.