ZA
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Zazove Associates’s Symbotic SYM Stock Holding History

Zazove Associates’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 		– Sell
-5,000
Closed -$255K – 181
2026
Q1 		$298K Hold
5,000
– – 0.01% 147
2025
Q4 		$298K Buy
+5,000
New +$330K 0.03% 115

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

Zazove Associates's SYM Position: Q2 2026 in Review

Zazove Associates sold out of Symbotic (SYM) in Q2 2026, closing a stake of 5,000 shares — an estimated $255K sold.

Zazove Associates first reported a position in SYM in Q4 2025 and held it in 2 quarters. The position peaked at $298K in Q1 2026. 75 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Zazove Associates reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Zazove Associates sold 5,000 Symbotic shares in Q2 2026, an estimated $255K.
  • Zazove Associates first reported a position in Symbotic in Q4 2025 and held it in 2 quarters.
  • Zazove Associates's Symbotic position peaked at $298K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Zazove Associates's 13F filing for Q2 2026, filed 16 Jul 2026.