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
Q1 		$74.5K Sell
1,400
-100
-7% -$5.72K ﹤0.01% 1637
2025
Q4 		$89.3K Buy
1,500
+100
+7% +$6.6K ﹤0.01% 1501
2025
Q3 		$75.5K Sell
1,400
-600
-30% -$30.3K ﹤0.01% 1421
2025
Q2 		$77.7K Buy
+2,000
New +$52.4K ﹤0.01% 1267

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arkadios Wealth Advisors's SYM Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Symbotic (SYM) stake by 16% in Q1 2026, selling an estimated $150K and leaving 14,055 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #921.

Arkadios Wealth Advisors first reported a position in SYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $992K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Arkadios Wealth Advisors held 14,055 shares of Symbotic worth $748K as of Q1 2026.
  • Arkadios Wealth Advisors sold 2,624 Symbotic shares in Q1 2026, an estimated $150K.
  • Symbotic made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #921 holding.
  • Arkadios Wealth Advisors first reported a position in Symbotic in Q2 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Symbotic position peaked at $992K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.