Vise Technologies’s Symbotic SYM Stock Holding History

Vise Technologies’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	$270K	Buy	+6,419	New	+$271K	﹤0.01%	1779

Other funds holding SYM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Vise Technologies's SYM Position: Q3 2026 in Review

Vise Technologies opened a new position in Symbotic (SYM) in Q3 2026: 6,419 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1779 among its holdings.

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

Vise Technologies held 6,419 shares of Symbotic worth $270K as of Q3 2026.
Symbotic was a new Vise Technologies position in Q3 2026.
Symbotic made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1779 holding.
109 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.