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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
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Centerpoint Advisors's SYM Position: Q1 2026 in Review

Centerpoint Advisors held its Symbotic (SYM) position steady in Q1 2026 at 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Centerpoint Advisors first reported a position in SYM in Q4 2023 and has held it in 10 quarters since. The position peaked at $75K in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Centerpoint Advisors held 200 shares of Symbotic worth $11K as of Q1 2026.
  • Centerpoint Advisors left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up ﹤0.01% of Centerpoint Advisors's portfolio in Q1 2026, its #314 holding.
  • Centerpoint Advisors first reported a position in Symbotic in Q4 2023 and has held it in 10 quarters since.
  • Centerpoint Advisors's Symbotic position peaked at $75K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.