AWA
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Arkadios Wealth Advisors’s Symbotic SYM Stock Holding History

Arkadios 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 		$629K Sell
13,991
-64
-0.5% -$3.26K 0.01% 1006
2026
Q1 		$748K Sell
14,055
-2,624
-16% -$150K 0.01% 921
2025
Q4 		$992K Buy
16,679
+3,534
+27% +$233K 0.02% 708
2025
Q3 		$709K Sell
13,145
-1,639
-11% -$82.8K 0.02% 789
2025
Q2 		$574K Buy
+14,784
New +$387K 0.02% 787

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

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

Arkadios Wealth Advisors reduced its Symbotic (SYM) stake by 0.46% in Q2 2026, selling an estimated $3.26K and leaving 13,991 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #1006.

Arkadios Wealth Advisors first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $992K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Arkadios Wealth Advisors held 13,991 shares of Symbotic worth $629K as of Q2 2026.
  • Arkadios Wealth Advisors sold 64 Symbotic shares in Q2 2026, an estimated $3.26K.
  • Symbotic made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1006 holding.
  • Arkadios Wealth Advisors first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Symbotic position peaked at $992K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.