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Atria Wealth Solutions’s Symbotic SYM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.44M Buy
37,133
+1,723
+5% +$45.1K 0.03% 513
2025
Q1 		$716K Buy
+35,410
New +$905K 0.01% 1019
2024
Q2 		– Sell
-9,406
Closed -$423K – 2058
2024
Q1 		$423K Buy
+9,406
New +$412K ﹤0.01% 1344

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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's SYM Position: Q2 2025 in Review

Atria Wealth Solutions increased its Symbotic (SYM) stake by 4.9% in Q2 2025, buying an estimated $45.1K and bringing the position to 37,133 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #513.

Atria Wealth Solutions first reported a position in SYM in Q1 2024 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Atria Wealth Solutions held 37,133 shares of Symbotic worth $1.44M as of Q2 2025.
  • Atria Wealth Solutions bought 1,723 Symbotic shares in Q2 2025, an estimated $45.1K.
  • Symbotic made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #513 holding.
  • Atria Wealth Solutions first reported a position in Symbotic in Q1 2024 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.