Key Capital Management’s Symbotic SYM Stock Holding History

Key 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	$225	Hold	5	–	–	﹤0.01%	708
2026 Q1	$266	Hold	5	–	–	﹤0.01%	661
2025 Q4	$298	Buy	+5	New	+$330	﹤0.01%	507

Other funds holding SYM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Key Capital Management held its Symbotic (SYM) position steady in Q2 2026 at 5 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Key Capital Management first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $298 in Q4 2025. 166 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Key Capital Management held 5 shares of Symbotic worth $225 as of Q2 2026.
Key Capital Management left its Symbotic share count unchanged in Q2 2026.
Symbotic made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #708 holding.
Key Capital Management first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's Symbotic position peaked at $298 in Q4 2025.
166 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.