GG
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Greenwood Gearhart’s Symbotic SYM Stock Holding History

Greenwood Gearhart’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
Q2 		$639K Hold
14,217
– – 0.03% 95
2026
Q1 		$756K Hold
14,217
– – 0.04% 78
2025
Q4 		$846K Hold
14,217
– – 0.05% 68
2025
Q3 		$766K Hold
14,217
– – 0.04% 69
2025
Q2 		$552K Hold
14,217
– – 0.03% 80
2025
Q1 		$287K Hold
14,217
– – 0.02% 92
2024
Q4 		$337K Buy
+14,217
New +$404K 0.02% 109

Other funds holding SYM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
BLAM
Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Greenwood Gearhart's SYM Position: Q2 2026 in Review

Greenwood Gearhart held its Symbotic (SYM) position steady in Q2 2026 at 14,217 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #95.

Greenwood Gearhart first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $846K in Q4 2025. 120 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Greenwood Gearhart held 14,217 shares of Symbotic worth $639K as of Q2 2026.
  • Greenwood Gearhart left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.03% of Greenwood Gearhart's portfolio in Q2 2026, its #95 holding.
  • Greenwood Gearhart first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • Greenwood Gearhart's Symbotic position peaked at $846K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.