Avion Wealth’s Symbotic SYM Stock Holding History

Avion 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	$1K	Hold	23	–	–	﹤0.01%	1346
2026 Q1	$1K	Hold	23	–	–	﹤0.01%	1147
2025 Q4	$1K	Hold	23	–	–	﹤0.01%	1135
2025 Q3	$1K	Hold	23	–	–	﹤0.01%	1110
2025 Q2	$0	Buy	+23	New	+$602	﹤0.01%	1592

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avion Wealth's SYM Position: Q2 2026 in Review

Avion Wealth held its Symbotic (SYM) position steady in Q2 2026 at 23 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Avion Wealth first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Avion Wealth held 23 shares of Symbotic worth $1K as of Q2 2026.
Avion Wealth left its Symbotic share count unchanged in Q2 2026.
Symbotic made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1346 holding.
Avion Wealth first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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