Green Alpha Advisors
SYM icon

Green Alpha Advisors’s Symbotic SYM Stock Holding History

Green Alpha Advisors’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 		$761K Buy
18,087
+1,201
+7% +$50.7K 0.52% 57
2026
Q2 		$759K Sell
16,886
-442
-3% -$22.5K 0.51% 48
2026
Q1 		$922K Sell
17,328
-229
-1% -$13.1K 0.91% 29
2025
Q4 		$1.04M Buy
17,557
+7,223
+70% +$477K 0.96% 30
2025
Q3 		$557K Buy
+10,334
New +$522K 0.54% 58

Other funds holding SYM

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Green Alpha Advisors's SYM Position: Q3 2026 in Review

Green Alpha Advisors increased its Symbotic (SYM) stake by 7.1% in Q3 2026, buying an estimated $50.7K and bringing the position to 18,087 shares worth $761K. The position accounts for 0.52% of the portfolio, ranked #57.

Green Alpha Advisors first reported a position in SYM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 63 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Green Alpha Advisors held 18,087 shares of Symbotic worth $761K as of Q3 2026.
  • Green Alpha Advisors bought 1,201 Symbotic shares in Q3 2026, an estimated $50.7K.
  • Symbotic made up 0.52% of Green Alpha Advisors's portfolio in Q3 2026, its #57 holding.
  • Green Alpha Advisors first reported a position in Symbotic in Q3 2025 and has held it in 5 quarters since.
  • Green Alpha Advisors's Symbotic position peaked at $1.04M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Green Alpha Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.