AFWM
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Arta Finance Wealth Management’s Symbotic SYM Stock Holding History

Arta Finance Wealth Management’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 		$1.31M Buy
29,219
+9,446
+48% +$481K 0.56% 32
2026
Q1 		$1.05M Buy
19,773
+828
+4% +$47.4K 0.52% 33
2025
Q4 		$1.13M Buy
+18,945
New +$1.25M 0.58% 33

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

Arta Finance Wealth Management's SYM Position: Q2 2026 in Review

Arta Finance Wealth Management increased its Symbotic (SYM) stake by 48% in Q2 2026, buying an estimated $481K and bringing the position to 29,219 shares worth $1.31M. The position accounts for 0.56% of the portfolio, ranked #32.

Arta Finance Wealth Management first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Arta Finance Wealth Management held 29,219 shares of Symbotic worth $1.31M as of Q2 2026.
  • Arta Finance Wealth Management bought 9,446 Symbotic shares in Q2 2026, an estimated $481K.
  • Symbotic made up 0.56% of Arta Finance Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Arta Finance Wealth Management first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Arta Finance Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.