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Advisornet Financial’s Symbotic SYM Stock Holding History

Advisornet Financial’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 		$89.9K Hold
2,000
– – ﹤0.01% 917
2026
Q1 		$106K Sell
2,000
-41
-2% -$2.35K 0.01% 802
2025
Q4 		$121K Buy
2,041
+1,203
+144% +$79.4K 0.01% 747
2025
Q3 		$45.2K Buy
838
+10
+1% +$505 ﹤0.01% 1061
2025
Q2 		$32.2K Buy
+828
New +$21.7K ﹤0.01% 1132

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisornet Financial's SYM Position: Q2 2026 in Review

Advisornet Financial held its Symbotic (SYM) position steady in Q2 2026 at 2,000 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Advisornet Financial first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $121K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Advisornet Financial held 2,000 shares of Symbotic worth $89.9K as of Q2 2026.
  • Advisornet Financial left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #917 holding.
  • Advisornet Financial first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Advisornet Financial's Symbotic position peaked at $121K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.