Pathstone Holdings’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SYM
WI
Pathstone Holdings's SYM Position: Q2 2026 in Review
Pathstone Holdings reduced its Symbotic (SYM) stake by 8.9% in Q2 2026, selling an estimated $92.2K and leaving 18,571 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.
Pathstone Holdings first reported a position in SYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.
- Pathstone Holdings held 18,571 shares of Symbotic worth $835K as of Q2 2026.
- Pathstone Holdings sold 1,809 Symbotic shares in Q2 2026, an estimated $92.2K.
- Symbotic made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1610 holding.
- Pathstone Holdings first reported a position in Symbotic in Q4 2023 and has held it in 10 quarters since.
- Pathstone Holdings's Symbotic position peaked at $1.22M in Q4 2025.
- 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.
Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.