Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Symbotic SYM Stock Holding History

Kovitz Investment Group Partners’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 		$1.68M Buy
+37,302
New +$1.9M 0.04% 253
2024
Q3 		– Sell
-12,686
Closed -$446K – 1100
2024
Q2 		$446K Buy
+12,686
New +$513K ﹤0.01% 667

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Kovitz Investment Group Partners's SYM Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Symbotic (SYM) in Q2 2026: 37,302 shares worth $1.68M. The stake represents 0.04% of the portfolio and ranks #253 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in SYM as recently as Q2 2024.

Kovitz Investment Group Partners first reported a position in SYM in Q2 2024 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Kovitz Investment Group Partners held 37,302 shares of Symbotic worth $1.68M as of Q2 2026.
  • Symbotic was a new Kovitz Investment Group Partners position in Q2 2026.
  • Symbotic made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #253 holding.
  • Kovitz Investment Group Partners first reported a position in Symbotic in Q2 2024 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.