DiNuzzo Private Wealth
SYM icon

DiNuzzo Private Wealth’s Symbotic SYM Stock Holding History

DiNuzzo Private Wealth’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 		$85 Buy
+2
New +$84 ﹤0.01% 1322
2026
Q2 		– Sell
-1
Closed -$54 – 1374
2026
Q1 		$54 Hold
1
– – ﹤0.01% 1304
2025
Q4 		$60 Buy
+1
New +$66 ﹤0.01% 1326

Other funds holding SYM

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
Marathon Capital Management
Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $297M AUM 52.93% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

DiNuzzo Private Wealth's SYM Position: Q3 2026 in Review

DiNuzzo Private Wealth opened a new position in Symbotic (SYM) in Q3 2026: 2 shares worth $85. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings. This is a return to the name: DiNuzzo Private Wealth previously reported a position in SYM as recently as Q1 2026.

DiNuzzo Private Wealth first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • DiNuzzo Private Wealth held 2 shares of Symbotic worth $85 as of Q3 2026.
  • Symbotic was a new DiNuzzo Private Wealth position in Q3 2026.
  • Symbotic made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1322 holding.
  • DiNuzzo Private Wealth first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.