Zevenbergen Capital Investments’s Symbotic SYM Stock Holding History

Zevenbergen Capital Investments’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	$2.01M	Sell	44,800 -2,650	-6%	-$135K	0.05%	88
2026 Q1	$2.52M	Sell	47,450 -41,300	-47%	-$2.36M	0.07%	79
2025 Q4	$5.28M	Sell	88,750 -24,300	-21%	-$1.6M	0.12%	66
2025 Q3	$6.09M	Sell	113,050 -28,696	-20%	-$1.45M	0.12%	64
2025 Q2	$5.51M	Sell	141,746 -421,122	-75%	-$11M	0.11%	66
2025 Q1	$11.4M	Sell	562,868 -170,568	-23%	-$4.36M	0.28%	50
2024 Q4	$17.4M	Sell	733,436 -54,656	-7%	-$1.55M	0.35%	44
2024 Q3	$19.2M	Buy	788,092 +134,483	+21%	+$3.65M	0.4%	43
2024 Q2	$23M	Buy	653,609 +292,442	+81%	+$11.8M	0.49%	42
2024 Q1	$16.3M	Buy	361,167 +342,417	+1,826%	+$15M	0.35%	49
2023 Q4	$962K	Buy	+18,750	New	+$822K	0.02%	87

Other funds holding SYM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Zevenbergen Capital Investments's SYM Position: Q2 2026 in Review

Zevenbergen Capital Investments reduced its Symbotic (SYM) stake by 5.6% in Q2 2026, selling an estimated $135K and leaving 44,800 shares worth $2.01M. The position accounts for 0.05% of the portfolio, ranked #88.

Zevenbergen Capital Investments first reported a position in SYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $23M in Q2 2024. 173 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Zevenbergen Capital Investments held 44,800 shares of Symbotic worth $2.01M as of Q2 2026.
Zevenbergen Capital Investments sold 2,650 Symbotic shares in Q2 2026, an estimated $135K.
Symbotic made up 0.05% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #88 holding.
Zevenbergen Capital Investments first reported a position in Symbotic in Q4 2023 and has held it in 11 quarters since.
Zevenbergen Capital Investments's Symbotic position peaked at $23M in Q2 2024.
173 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.