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Strategic Investment Solutions’s Symbotic SYM Stock Holding History

Strategic Investment Solutions’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 		$22.5K Hold
500
– – 0.01% 336
2026
Q1 		$26.6K Buy
+500
New +$28.6K 0.01% 310

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Strategic Investment Solutions's SYM Position: Q2 2026 in Review

Strategic Investment Solutions held its Symbotic (SYM) position steady in Q2 2026 at 500 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #336.

Strategic Investment Solutions first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.6K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Strategic Investment Solutions held 500 shares of Symbotic worth $22.5K as of Q2 2026.
  • Strategic Investment Solutions left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #336 holding.
  • Strategic Investment Solutions first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Solutions's Symbotic position peaked at $26.6K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.