AWM
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Accredited Wealth Management’s Symbotic SYM Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$270 Buy
+1,423
New +$71.9K ﹤0.01% 369

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Accredited Wealth Management's SYM Position: Q3 2025 in Review

Accredited Wealth Management opened a new position in Symbotic (SYM) in Q3 2025: 1,423 shares worth $270. The stake represents ﹤0.01% of the portfolio and ranks #369 among its holdings.

335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Accredited Wealth Management held 1,423 shares of Symbotic worth $270 as of Q3 2025.
  • Symbotic was a new Accredited Wealth Management position in Q3 2025.
  • Symbotic made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #369 holding.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.