FFO
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Fortitude Family Office’s Symbotic SYM Stock Holding History

Fortitude Family Office’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 		$3.03K Buy
72
+12
+20% +$506 ﹤0.01% 1820
2026
Q2 		$2.7K Sell
60
-22
-27% -$1.12K ﹤0.01% 1358
2026
Q1 		$4.36K Buy
82
+27
+49% +$1.55K ﹤0.01% 973
2025
Q4 		$3.27K Sell
55
-8
-13% -$528 ﹤0.01% 983
2025
Q3 		$3.4K Buy
63
+10
+19% +$505 ﹤0.01% 972
2025
Q2 		$2.06K Buy
+53
New +$1.39K ﹤0.01% 1184

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 20.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's SYM Position: Q3 2026 in Review

Fortitude Family Office increased its Symbotic (SYM) stake by 20% in Q3 2026, buying an estimated $506 and bringing the position to 72 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Fortitude Family Office first reported a position in SYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.36K in Q1 2026. 26 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Fortitude Family Office held 72 shares of Symbotic worth $3.03K as of Q3 2026.
  • Fortitude Family Office bought 12 Symbotic shares in Q3 2026, an estimated $506.
  • Symbotic made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1820 holding.
  • Fortitude Family Office first reported a position in Symbotic in Q2 2025 and has held it in 6 quarters since.
  • Fortitude Family Office's Symbotic position peaked at $4.36K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.