BHWM
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Bay Harbor Wealth Management’s Symbotic SYM Stock Holding History

Bay Harbor 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 		$45 Sell
1
-1
-50% -$51 ﹤0.01% 1263
2026
Q1 		$106 Sell
2
-1
-33% -$57 ﹤0.01% 1210
2025
Q4 		$178 Buy
+3
New +$198 ﹤0.01% 1134

Other funds holding SYM

SoftBank Group
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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

Bay Harbor Wealth Management's SYM Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Symbotic (SYM) stake by 50% in Q2 2026, selling an estimated $51 and leaving 1 share worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #1263.

Bay Harbor Wealth Management first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $178 in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bay Harbor Wealth Management held 1 share of Symbotic worth $45 as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 Symbotic share in Q2 2026, an estimated $51.
  • Symbotic made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1263 holding.
  • Bay Harbor Wealth Management first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Bay Harbor Wealth Management's Symbotic position peaked at $178 in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.