Polen Capital Management
SYM icon

Polen Capital Management’s Symbotic SYM Stock Holding History

Polen 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
Q1 		– Sell
-4,298
Closed -$256K – 287
2025
Q4 		$256K Sell
4,298
-4,087
-49% -$270K ﹤0.01% 218
2025
Q3 		$452K Sell
8,385
-11,618
-58% -$587K ﹤0.01% 194
2025
Q2 		$777K Buy
+20,003
New +$524K ﹤0.01% 161

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Polen Capital Management's SYM Position: Q1 2026 in Review

Polen Capital Management sold out of Symbotic (SYM) in Q1 2026, closing a stake of 4,298 shares — an estimated $256K sold.

Polen Capital Management first reported a position in SYM in Q2 2025 and held it in 3 quarters. The position peaked at $777K in Q2 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Polen Capital Management reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 4,298 Symbotic shares in Q1 2026, an estimated $256K.
  • Polen Capital Management first reported a position in Symbotic in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's Symbotic position peaked at $777K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.