TAM
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Tealwood Asset Management’s Symbotic SYM Stock Holding History

Tealwood Asset Management’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 		$1.23M Buy
+29,270
New +$1.23M 0.49% 107

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Tealwood Asset Management's SYM Position: Q3 2026 in Review

Tealwood Asset Management opened a new position in Symbotic (SYM) in Q3 2026: 29,270 shares worth $1.23M. The stake represents 0.49% of the portfolio and ranks #107 among its holdings.

18 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Tealwood Asset Management held 29,270 shares of Symbotic worth $1.23M as of Q3 2026.
  • Symbotic was a new Tealwood Asset Management position in Q3 2026.
  • Symbotic made up 0.49% of Tealwood Asset Management's portfolio in Q3 2026, its #107 holding.
  • 18 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Tealwood Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.