Davis Capital Management’s Symbotic SYM Stock Holding History

Davis 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
2026 Q3	$42	Sell	1 -2	-67%	-$84	﹤0.01%	1149
2026 Q2	$135	Buy	+3	New	+$153	﹤0.01%	983

Other funds holding SYM

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

HCC

Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Davis Capital Management's SYM Position: Q3 2026 in Review

Davis Capital Management reduced its Symbotic (SYM) stake by 67% in Q3 2026, selling an estimated $84 and leaving 1 share worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Davis Capital Management first reported a position in SYM in Q2 2026 and has held it in 2 quarters since. The position peaked at $135 in Q2 2026. 89 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

Davis Capital Management held 1 share of Symbotic worth $42 as of Q3 2026.
Davis Capital Management sold 2 Symbotic shares in Q3 2026, an estimated $84.
Symbotic made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #1149 holding.
Davis Capital Management first reported a position in Symbotic in Q2 2026 and has held it in 2 quarters since.
Davis Capital Management's Symbotic position peaked at $135 in Q2 2026.
89 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.