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Perigon Wealth Management’s Symbotic SYM Stock Holding History

Perigon Wealth 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 		$1.24M Sell
27,569
-11,011
-29% -$561K 0.02% 521
2026
Q1 		$2.05M Buy
38,580
+8,555
+28% +$490K 0.04% 375
2025
Q4 		$1.79M Buy
30,025
+525
+2% +$34.7K 0.03% 395
2025
Q3 		$1.59M Buy
29,500
+4,063
+16% +$205K 0.03% 404
2025
Q2 		$988K Buy
+25,437
New +$666K 0.02% 471

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

Perigon Wealth Management's SYM Position: Q2 2026 in Review

Perigon Wealth Management reduced its Symbotic (SYM) stake by 29% in Q2 2026, selling an estimated $561K and leaving 27,569 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #521.

Perigon Wealth Management first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.05M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Perigon Wealth Management held 27,569 shares of Symbotic worth $1.24M as of Q2 2026.
  • Perigon Wealth Management sold 11,011 Symbotic shares in Q2 2026, an estimated $561K.
  • Symbotic made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #521 holding.
  • Perigon Wealth Management first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Symbotic position peaked at $2.05M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.