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Arax Advisory Partners’s Symbotic SYM Stock Holding History

Arax Advisory Partners’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 		$19.5K Buy
433
+244
+129% +$12.4K ﹤0.01% 3982
2026
Q1 		$10.1K Sell
189
-66
-26% -$3.78K ﹤0.01% 2432
2025
Q4 		$15.2K Sell
255
-114
-31% -$7.53K ﹤0.01% 2263
2025
Q3 		$19.9K Sell
369
-631
-63% -$31.9K ﹤0.01% 2267
2025
Q2 		$38.9K Buy
1,000
+700
+233% +$18.3K ﹤0.01% 1356
2025
Q1 		$6.06K Hold
300
– – ﹤0.01% 1714
2024
Q4 		$7.11K Buy
+300
New +$8.53K ﹤0.01% 1615

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

Arax Advisory Partners's SYM Position: Q2 2026 in Review

Arax Advisory Partners increased its Symbotic (SYM) stake by 129% in Q2 2026, buying an estimated $12.4K and bringing the position to 433 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3982.

Arax Advisory Partners first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.9K in Q2 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Arax Advisory Partners held 433 shares of Symbotic worth $19.5K as of Q2 2026.
  • Arax Advisory Partners bought 244 Symbotic shares in Q2 2026, an estimated $12.4K.
  • Symbotic made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3982 holding.
  • Arax Advisory Partners first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • Arax Advisory Partners's Symbotic position peaked at $38.9K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.