Sierra Summit Advisors’s Symbotic SYM Stock Holding History

Sierra Summit 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	$11.6M	Buy	+259,079	New	+$13.2M	1.3%	30

Other funds holding SYM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Capelight Capital Asset Management New York $208M AUM

Sierra Summit Advisors's SYM Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in Symbotic (SYM) in Q2 2026: 259,079 shares worth $11.6M. The stake represents 1.3% of the portfolio and ranks #30 among its holdings.

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

Sierra Summit Advisors held 259,079 shares of Symbotic worth $11.6M as of Q2 2026.
Symbotic was a new Sierra Summit Advisors position in Q2 2026.
Symbotic made up 1.3% of Sierra Summit Advisors's portfolio in Q2 2026, its #30 holding.
52 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.