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SlateStone Wealth’s Symbotic SYM Stock Holding History

SlateStone Wealth’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 		$203K Buy
4,514
+10
+0.2% +$510 0.02% 285
2026
Q1 		$240K Sell
4,504
-1,801
-29% -$103K 0.02% 270
2025
Q4 		$375K Buy
6,305
+10
+0.2% +$660 0.03% 240
2025
Q3 		$339K Sell
6,295
-100
-2% -$5.05K 0.03% 242
2025
Q2 		$248K Buy
+6,395
New +$168K 0.02% 263

Other funds holding SYM

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

SlateStone Wealth's SYM Position: Q2 2026 in Review

SlateStone Wealth increased its Symbotic (SYM) stake by 0.22% in Q2 2026, buying an estimated $510 and bringing the position to 4,514 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #285.

SlateStone Wealth first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $375K in Q4 2025. 106 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • SlateStone Wealth held 4,514 shares of Symbotic worth $203K as of Q2 2026.
  • SlateStone Wealth bought 10 Symbotic shares in Q2 2026, an estimated $510.
  • Symbotic made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #285 holding.
  • SlateStone Wealth first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • SlateStone Wealth's Symbotic position peaked at $375K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.