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Toth Financial Advisory’s Symbotic SYM Stock Holding History

Toth Financial Advisory’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 		$26.6K Buy
632
+297
+89% +$12.5K ﹤0.01% 469
2026
Q2 		$15.1K Hold
335
– – ﹤0.01% 539
2026
Q1 		$17.8K Hold
335
– – ﹤0.01% 500
2025
Q4 		$19.9K Hold
335
– – ﹤0.01% 482
2025
Q3 		$18.1K Buy
335
+270
+415% +$13.6K ﹤0.01% 476
2025
Q2 		$2.53K Buy
+65
New +$1.7K ﹤0.01% 617
2024
Q2 		– Sell
-6,700
Closed -$302K – 787
2024
Q1 		$302K Buy
+6,700
New +$294K 0.04% 186

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 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
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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's SYM Position: Q3 2026 in Review

Toth Financial Advisory increased its Symbotic (SYM) stake by 89% in Q3 2026, buying an estimated $12.5K and bringing the position to 632 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Toth Financial Advisory first reported a position in SYM in Q1 2024 and has held it in 7 quarters since. The position peaked at $302K in Q1 2024. 14 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Toth Financial Advisory held 632 shares of Symbotic worth $26.6K as of Q3 2026.
  • Toth Financial Advisory bought 297 Symbotic shares in Q3 2026, an estimated $12.5K.
  • Symbotic made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #469 holding.
  • Toth Financial Advisory first reported a position in Symbotic in Q1 2024 and has held it in 7 quarters since.
  • Toth Financial Advisory's Symbotic position peaked at $302K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.