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Somerset Trust’s Symbotic SYM Stock Holding History

Somerset Trust’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
Q3 		$312K Hold
7,427
– – 0.09% 134
2026
Q2 		$334K Buy
7,427
+29
+0.4% +$1.48K 0.09% 131
2026
Q1 		$394K Buy
7,398
+21
+0.3% +$1.2K 0.12% 120
2025
Q4 		$439K Sell
7,377
-1,102
-13% -$72.8K 0.13% 115
2025
Q3 		$457K Sell
8,479
-776
-8% -$39.2K 0.14% 116
2025
Q2 		$360K Buy
+9,255
New +$242K 0.12% 128

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Somerset Trust's SYM Position: Q3 2026 in Review

Somerset Trust held its Symbotic (SYM) position steady in Q3 2026 at 7,427 shares worth $312K. The position accounts for 0.09% of the portfolio, ranked #134.

Somerset Trust first reported a position in SYM in Q2 2025 and has held it in 6 quarters since. The position peaked at $457K in Q3 2025. 20 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Somerset Trust held 7,427 shares of Symbotic worth $312K as of Q3 2026.
  • Somerset Trust left its Symbotic share count unchanged in Q3 2026.
  • Symbotic made up 0.09% of Somerset Trust's portfolio in Q3 2026, its #134 holding.
  • Somerset Trust first reported a position in Symbotic in Q2 2025 and has held it in 6 quarters since.
  • Somerset Trust's Symbotic position peaked at $457K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.