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Michael J. Porro & Co. Financial Advisors, Inc. → SYM
Michael J. Porro & Co. Financial Advisors, Inc. SYM Position History
Symbotic Inc. • Technology
Quarters held
4
Latest value
$858K
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.4M |
| Q1 2026 | $1.1M |
| Q2 2026 | $944K |
| Q3 2026 | $858K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $858K | 20.4K | — | — |
| Q2 2026 | $944K | 21.0K | — | — |
| Q1 2026 | $1.1M | 21.3K | — | — |
| Q4 2025 | $1.4M | 22.7K | — | — |
Other funds holding SYM
$388.3M
$235.4M
$176.3M
$91.4M
$66.4M
$66.4M