Arkfeld Wealth Strategies’s Symbotic SYM Stock Holding History

Arkfeld Wealth Strategies’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	$1.27M	Sell	28,596 -7	-0%	-$357	0.38%	45
2026 Q1	$1.68M	Sell	28,603 -65	-0.2%	-$3.72K	0.53%	33
2025 Q4	$2M	Buy	28,668 +30	+0.1%	+$1.98K	0.69%	29
2025 Q3	$1.81M	Sell	28,638 -42	-0.1%	-$2.12K	0.66%	27
2025 Q2	$1.36M	Buy	28,680 +1,087	+4%	+$28.5K	0.54%	34
2025 Q1	$590K	Buy	+27,593	New	+$705K	0.26%	52

Other funds holding SYM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RFA

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CCAM

Capelight Capital Asset Management New York $208M AUM

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Arkfeld Wealth Strategies's SYM Position: Q2 2026 in Review

Arkfeld Wealth Strategies reduced its Symbotic (SYM) stake by 0.02% in Q2 2026, selling an estimated $357 and leaving 28,596 shares worth $1.27M. The position accounts for 0.38% of the portfolio, ranked #45.

Arkfeld Wealth Strategies first reported a position in SYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q4 2025. 41 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Arkfeld Wealth Strategies held 28,596 shares of Symbotic worth $1.27M as of Q2 2026.
Arkfeld Wealth Strategies sold 7 Symbotic shares in Q2 2026, an estimated $357.
Symbotic made up 0.38% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #45 holding.
Arkfeld Wealth Strategies first reported a position in Symbotic in Q1 2025 and has held it in 6 quarters since.
Arkfeld Wealth Strategies's Symbotic position peaked at $2M in Q4 2025.
41 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.