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RPG Investment Advisory’s Symbotic SYM Stock Holding History

RPG Investment Advisory’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 		$12M Buy
+266,959
New +$13.6M 1.23% 38

Other funds holding SYM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
BLAM
Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

RPG Investment Advisory's SYM Position: Q2 2026 in Review

RPG Investment Advisory opened a new position in Symbotic (SYM) in Q2 2026: 266,959 shares worth $12M. The stake represents 1.23% of the portfolio and ranks #38 among its holdings.

135 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • RPG Investment Advisory held 266,959 shares of Symbotic worth $12M as of Q2 2026.
  • Symbotic was a new RPG Investment Advisory position in Q2 2026.
  • Symbotic made up 1.23% of RPG Investment Advisory's portfolio in Q2 2026, its #38 holding.
  • 135 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.