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Carolinas Wealth Consulting’s Symbotic SYM Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-1,310
Closed -$26.5K – 833
2025
Q1 		$26.5K Buy
1,310
+103
+9% +$2.63K 0.01% 425
2024
Q4 		$28.6K Hold
1,207
– – 0.01% 430
2024
Q3 		$29.4K Hold
1,207
– – 0.01% 429
2024
Q2 		$42.4K Hold
1,207
– – 0.01% 386
2024
Q1 		$54.3K Hold
1,207
– – 0.01% 361
2023
Q4 		$62K Hold
1,207
– – 0.01% 308
2023
Q3 		$41.1K Buy
+1,207
New +$49.7K 0.01% 337

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's SYM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Symbotic (SYM) in Q2 2025, closing a stake of 1,310 shares — an estimated $26.5K sold.

Carolinas Wealth Consulting first reported a position in SYM in Q3 2023 and held it in 7 quarters. The position peaked at $62K in Q4 2023. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,310 Symbotic shares in Q2 2025, an estimated $26.5K.
  • Carolinas Wealth Consulting first reported a position in Symbotic in Q3 2023 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Symbotic position peaked at $62K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.