Carr Financial Group’s Symbotic SYM Stock Holding History

Carr Financial Group’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 Q4	–	Sell	-4,600	Closed	-$248K	–	204
2025 Q3	$248K	Buy	+4,600	New	+$232K	0.07%	160

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Carr Financial Group's SYM Position: Q4 2025 in Review

Carr Financial Group sold out of Symbotic (SYM) in Q4 2025, closing a stake of 4,600 shares — an estimated $248K sold.

Carr Financial Group first reported a position in SYM in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

Carr Financial Group reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
Carr Financial Group sold 4,600 Symbotic shares in Q4 2025, an estimated $248K.
Carr Financial Group first reported a position in Symbotic in Q3 2025 and held it in 1 quarter.
Carr Financial Group's Symbotic position peaked at $248K in Q3 2025.
402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Carr Financial Group's 13F filing for Q4 2025, filed 9 Jan 2026.