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Ascent Wealth Partners’s Symbotic SYM Stock Holding History

Ascent Wealth 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 		$208K Buy
4,621
+679
+17% +$34.6K 0.02% 193
2026
Q1 		$210K Buy
+3,942
New +$226K 0.02% 179

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Baillie Gifford & Co
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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

Ascent Wealth Partners's SYM Position: Q2 2026 in Review

Ascent Wealth Partners increased its Symbotic (SYM) stake by 17% in Q2 2026, buying an estimated $34.6K and bringing the position to 4,621 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #193.

Ascent Wealth Partners first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $210K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Ascent Wealth Partners held 4,621 shares of Symbotic worth $208K as of Q2 2026.
  • Ascent Wealth Partners bought 679 Symbotic shares in Q2 2026, an estimated $34.6K.
  • Symbotic made up 0.02% of Ascent Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Ascent Wealth Partners first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Ascent Wealth Partners's Symbotic position peaked at $210K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.