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SRH Advisors’s Symbotic SYM Stock Holding History

SRH 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 		$29.2K Hold
650
– – 0.01% 169
2026
Q1 		$34.6K Sell
650
-18
-3% -$1.03K 0.01% 154
2025
Q4 		$39.7K Hold
668
– – 0.01% 143
2025
Q3 		$36K Buy
668
+18
+3% +$910 0.01% 148
2025
Q2 		$25.3K Hold
650
– – 0.01% 155
2025
Q1 		$13.1K Hold
650
– – ﹤0.01% 195
2024
Q4 		$15.4K Buy
+650
New +$18.5K ﹤0.01% 192

Other funds holding SYM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
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
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

SRH Advisors's SYM Position: Q2 2026 in Review

SRH Advisors held its Symbotic (SYM) position steady in Q2 2026 at 650 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #169.

SRH Advisors first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.7K in Q4 2025. 120 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • SRH Advisors held 650 shares of Symbotic worth $29.2K as of Q2 2026.
  • SRH Advisors left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.01% of SRH Advisors's portfolio in Q2 2026, its #169 holding.
  • SRH Advisors first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • SRH Advisors's Symbotic position peaked at $39.7K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.