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Centerpoint Advisors’s Symbotic SYM Stock Holding History

Centerpoint Advisors’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 		$9K Hold
200
– – ﹤0.01% 343
2026
Q1 		$11K Hold
200
– – ﹤0.01% 314
2025
Q4 		$12K Sell
200
-1,200
-86% -$79.2K ﹤0.01% 312
2025
Q3 		$75K Buy
1,400
+200
+17% +$10.1K 0.02% 141
2025
Q2 		$47K Hold
1,200
– – 0.02% 162
2025
Q1 		$24K Hold
1,200
– – 0.01% 223
2024
Q4 		$28K Hold
1,200
– – 0.01% 223
2024
Q3 		$29K Hold
1,200
– – 0.01% 224
2024
Q2 		$42K Hold
1,200
– – 0.02% 192
2024
Q1 		$54K Hold
1,200
– – 0.02% 156
2023
Q4 		$62K Buy
+1,200
New +$52.6K 0.02% 138

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

Centerpoint Advisors's SYM Position: Q2 2026 in Review

Centerpoint Advisors held its Symbotic (SYM) position steady in Q2 2026 at 200 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Centerpoint Advisors first reported a position in SYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $75K in Q3 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Centerpoint Advisors held 200 shares of Symbotic worth $9K as of Q2 2026.
  • Centerpoint Advisors left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #343 holding.
  • Centerpoint Advisors first reported a position in Symbotic in Q4 2023 and has held it in 11 quarters since.
  • Centerpoint Advisors's Symbotic position peaked at $75K in Q3 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.