WAM
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Werlinich Asset Management’s Symbotic SYM Stock Holding History

Werlinich 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
Q2 		$364K Buy
8,108
+100
+1% +$5.1K 0.14% 57
2026
Q1 		$426K Buy
8,008
+1,325
+20% +$75.9K 0.21% 53
2025
Q4 		$403K Buy
+6,683
New +$441K 0.2% 57

Other funds holding SYM

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
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 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
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Werlinich Asset Management's SYM Position: Q2 2026 in Review

Werlinich Asset Management increased its Symbotic (SYM) stake by 1.2% in Q2 2026, buying an estimated $5.1K and bringing the position to 8,108 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #57.

Werlinich Asset Management first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $426K in Q1 2026. 67 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Werlinich Asset Management held 8,108 shares of Symbotic worth $364K as of Q2 2026.
  • Werlinich Asset Management bought 100 Symbotic shares in Q2 2026, an estimated $5.1K.
  • Symbotic made up 0.14% of Werlinich Asset Management's portfolio in Q2 2026, its #57 holding.
  • Werlinich Asset Management first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Werlinich Asset Management's Symbotic position peaked at $426K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Werlinich Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.