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Prime Capital Investment Advisors’s Symbotic SYM Stock Holding History

Prime Capital Investment Advisors’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 		– Sell
-8,355
Closed -$444K – 1135
2026
Q1 		$444K Buy
+8,355
New +$478K 0.01% 700

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Ameriprise
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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prime Capital Investment Advisors's SYM Position: Q2 2026 in Review

Prime Capital Investment Advisors sold out of Symbotic (SYM) in Q2 2026, closing a stake of 8,355 shares — an estimated $444K sold.

Prime Capital Investment Advisors first reported a position in SYM in Q1 2026 and held it in 1 quarter. The position peaked at $444K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Prime Capital Investment Advisors reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 8,355 Symbotic shares in Q2 2026, an estimated $444K.
  • Prime Capital Investment Advisors first reported a position in Symbotic in Q1 2026 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Symbotic position peaked at $444K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.