FORA Capital’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.24M Buy
72,003
+66,973
+1,331% +$3.41M 0.22% 124
2026
Q1
$268K Buy
+5,030
New +$288K 0.02% 373
2025
Q4
Sell
-10,060
Closed -$542K 645
2025
Q3
$542K Buy
10,060
+83
+0.8% +$4.2K 0.1% 264
2025
Q2
$388K Buy
+9,977
New +$261K 0.04% 364
2024
Q1
Sell
-18,319
Closed -$940K 559
2023
Q4
$940K Buy
+18,319
New +$803K 0.08% 253

Other funds holding SYM

FORA Capital's SYM Position: Q2 2026 in Review

FORA Capital increased its Symbotic (SYM) stake by 1,331% in Q2 2026, buying an estimated $3.41M and bringing the position to 72,003 shares worth $3.24M. The position accounts for 0.22% of the portfolio, ranked #124.

FORA Capital first reported a position in SYM in Q4 2023 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • FORA Capital held 72,003 shares of Symbotic worth $3.24M as of Q2 2026.
  • FORA Capital bought 66,973 Symbotic shares in Q2 2026, an estimated $3.41M.
  • Symbotic made up 0.22% of FORA Capital's portfolio in Q2 2026, its #124 holding.
  • FORA Capital first reported a position in Symbotic in Q4 2023 and has held it in 5 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.