Handelsbanken Fonder
SYM icon

Handelsbanken Fonder’s Symbotic SYM Stock Holding History

Handelsbanken Fonder’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 		$5.13M Sell
114,152
-110,365
-49% -$5.62M 0.01% 498
2026
Q1 		$11.9M Sell
224,517
-198,503
-47% -$11.4M 0.04% 341
2025
Q4 		$25.2M Buy
423,020
+148,842
+54% +$9.83M 0.08% 225
2025
Q3 		$14.8M Buy
274,178
+236,435
+626% +$11.9M 0.05% 313
2025
Q2 		$1.47M Buy
37,743
+25,843
+217% +$677K 0.01% 782
2025
Q1 		$240K Hold
11,900
– – ﹤0.01% 1463
2024
Q4 		$282K Buy
11,900
+2,600
+28% +$73.9K ﹤0.01% 1470
2024
Q3 		$227K Hold
9,300
– – ﹤0.01% 1475
2024
Q2 		$327K Sell
9,300
-2,300
-20% -$93K ﹤0.01% 1352
2024
Q1 		$522K Buy
11,600
+6,700
+137% +$294K ﹤0.01% 1147
2023
Q4 		$252K Buy
+4,900
New +$215K ﹤0.01% 1454

Other funds holding SYM

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $262M AUM 80.66% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
ST
Somerset Trust Somerset, Pennsylvania $354M AUM 26.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return