CCWM
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Cassaday & Co Wealth Management’s Symbotic SYM Stock Holding History

Cassaday & Co 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 		$3.01K Hold
67
– – ﹤0.01% 1000
2026
Q1 		$3.56K Buy
+67
New +$3.84K ﹤0.01% 1019

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

Cassaday & Co Wealth Management's SYM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Symbotic (SYM) position steady in Q2 2026 at 67 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Cassaday & Co Wealth Management first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.56K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Cassaday & Co Wealth Management held 67 shares of Symbotic worth $3.01K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1000 holding.
  • Cassaday & Co Wealth Management first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Symbotic position peaked at $3.56K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.