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Aventura Private Wealth’s Symbotic SYM Stock Holding History

Aventura Private Wealth’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 		$2.2K Sell
49
-5
-9% -$255 ﹤0.01% 815
2026
Q1 		$2.87K Sell
54
-82
-60% -$4.69K ﹤0.01% 715
2025
Q4 		$8.09K Buy
136
+24
+21% +$1.58K ﹤0.01% 538
2025
Q3 		$6.04K Buy
+112
New +$5.66K ﹤0.01% 564

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

Aventura Private Wealth's SYM Position: Q2 2026 in Review

Aventura Private Wealth reduced its Symbotic (SYM) stake by 9.3% in Q2 2026, selling an estimated $255 and leaving 49 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Aventura Private Wealth first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.09K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Aventura Private Wealth held 49 shares of Symbotic worth $2.2K as of Q2 2026.
  • Aventura Private Wealth sold 5 Symbotic shares in Q2 2026, an estimated $255.
  • Symbotic made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #815 holding.
  • Aventura Private Wealth first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Aventura Private Wealth's Symbotic position peaked at $8.09K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.