HCM
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Hollencrest Capital Management’s Symbotic SYM Stock Holding History

Hollencrest Capital Management’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 		$1.26K Buy
28
+9
+47% +$459 ﹤0.01% 1065
2026
Q1 		$1.01K Sell
19
-2
-10% -$114 ﹤0.01% 1086
2025
Q4 		$1.25K Sell
21
-1,979
-99% -$131K ﹤0.01% 1056
2025
Q3 		$108K Buy
+2,000
New +$101K ﹤0.01% 420

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hollencrest Capital Management's SYM Position: Q2 2026 in Review

Hollencrest Capital Management increased its Symbotic (SYM) stake by 47% in Q2 2026, buying an estimated $459 and bringing the position to 28 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Hollencrest Capital Management first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $108K in Q3 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Hollencrest Capital Management held 28 shares of Symbotic worth $1.26K as of Q2 2026.
  • Hollencrest Capital Management bought 9 Symbotic shares in Q2 2026, an estimated $459.
  • Symbotic made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #1065 holding.
  • Hollencrest Capital Management first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Hollencrest Capital Management's Symbotic position peaked at $108K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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