Circle Wealth Management, LLC

Position in SYM — Symbotic Inc.

CIK 1578242 SUMMIT, NJ

Position in SYM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$559,582

+$112,968 QoQ

Shares Held

12,449

+48.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#187

of 414 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $7,853,245 across 6 Specialty Industrial Machinery names. SYM ranks #6 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	32,851	$2,352,131
2	ITW	Illinois Tool Works Inc	7,541	$2,039,614
3	ROK	Rockwell Automation, Inc	2,662	$1,317,902
4	XYL	Xylem Inc.	8,393	$992,136
5	ETN	Eaton Corp plc	1,389	$591,880
6	SYM	Symbotic Inc. This page	12,449	$559,582

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,582	12,449	+48.3%	Shares	Sole	2026-08-12
2026-03-31	$446,614	8,395	+0.5%	Shares	Sole	2026-05-12
2025-12-31	$497,241	8,357	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.