Dan Polen - Polen Capital Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 221
Portfolio value: $14,456,164,077
Holding/activity history for Symbotic Inc (SYM)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
0 |
0.00 |
Sell 100.00%
|
<0.01 |
|
|
SEC |
| 2025 Q4 |
4,298 |
<0.01 |
Reduce 48.74%
|
<0.01 |
$59.50 |
$255,731 |
SEC |
| 2025 Q3 |
8,385 |
<0.01 |
Reduce 58.08%
|
<0.01 |
$53.90 |
$451,952 |
SEC |
| 2025 Q2 |
20,003 |
<0.01 |
Buy
|
<0.01 |
$38.85 |
$777,117 |
SEC |