Advisory Services Network’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$575K Buy
12,784
+1,524
+14% +$77.7K 0.01% 1326
2026
Q1
$599K Buy
11,260
+3,212
+40% +$184K 0.01% 1186
2025
Q4
$479K Buy
8,048
+4,855
+152% +$321K 0.01% 1238
2025
Q3
$172K Buy
+3,193
New +$161K ﹤0.01% 1769
2024
Q1
Sell
-1,133
Closed -$58.2K 3421
2023
Q4
$58.2K Buy
+1,133
New +$49.7K ﹤0.01% 1924

Other funds holding SYM

Advisory Services Network's SYM Position: Q2 2026 in Review

Advisory Services Network increased its Symbotic (SYM) stake by 14% in Q2 2026, buying an estimated $77.7K and bringing the position to 12,784 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #1326.

Advisory Services Network first reported a position in SYM in Q4 2023 and has held it in 5 quarters since. The position peaked at $599K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Advisory Services Network held 12,784 shares of Symbotic worth $575K as of Q2 2026.
  • Advisory Services Network bought 1,524 Symbotic shares in Q2 2026, an estimated $77.7K.
  • Symbotic made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1326 holding.
  • Advisory Services Network first reported a position in Symbotic in Q4 2023 and has held it in 5 quarters since.
  • Advisory Services Network's Symbotic position peaked at $599K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.