180 Wealth Advisors’s Symbotic SYM Stock Holding History

180 Wealth Advisors’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	$2.77M	Buy	61,717 +2,116	+4%	+$108K	0.28%	94
2026 Q1	$3.17M	Buy	59,601 +1,894	+3%	+$108K	0.36%	69
2025 Q4	$3.43M	Sell	57,707 -103	-0.2%	-$6.8K	0.39%	59
2025 Q3	$3.12M	Sell	57,810 -711	-1%	-$35.9K	0.38%	63
2025 Q2	$2.27M	Buy	58,521 +4,901	+9%	+$128K	0.32%	81
2025 Q1	$1.08M	Buy	53,620 +14,999	+39%	+$383K	0.17%	124
2024 Q4	$916K	Buy	38,621 +2,063	+6%	+$58.6K	0.14%	138
2024 Q3	$892K	Buy	+36,558	New	+$993K	0.14%	153

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

180 Wealth Advisors's SYM Position: Q2 2026 in Review

180 Wealth Advisors increased its Symbotic (SYM) stake by 3.6% in Q2 2026, buying an estimated $108K and bringing the position to 61,717 shares worth $2.77M. The position accounts for 0.28% of the portfolio, ranked #94.

180 Wealth Advisors first reported a position in SYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.43M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

180 Wealth Advisors held 61,717 shares of Symbotic worth $2.77M as of Q2 2026.
180 Wealth Advisors bought 2,116 Symbotic shares in Q2 2026, an estimated $108K.
Symbotic made up 0.28% of 180 Wealth Advisors's portfolio in Q2 2026, its #94 holding.
180 Wealth Advisors first reported a position in Symbotic in Q3 2024 and has held it in 8 quarters since.
180 Wealth Advisors's Symbotic position peaked at $3.43M in Q4 2025.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.