Cetera Investment Advisers
SYM icon

Cetera Investment Advisers’s Symbotic SYM Stock Holding History

Cetera Investment Advisers’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 		$3.07M Buy
68,244
+21,997
+48% +$1.12M ﹤0.01% 2026
2026
Q1 		$2.46M Buy
46,247
+13,111
+40% +$751K ﹤0.01% 2099
2025
Q4 		$1.97M Sell
33,136
-3,941
-11% -$260K ﹤0.01% 2221
2025
Q3 		$2M Buy
37,077
+9,066
+32% +$458K ﹤0.01% 2162
2025
Q2 		$1.09M Sell
28,011
-33,663
-55% -$882K ﹤0.01% 2310
2025
Q1 		$1.25M Buy
61,674
+37,053
+150% +$946K ﹤0.01% 2092
2024
Q4 		$584K Buy
24,621
+1,332
+6% +$37.9K ﹤0.01% 2561
2024
Q3 		$568K Sell
23,289
-2,548
-10% -$69.2K ﹤0.01% 2545
2024
Q2 		$908K Buy
25,837
+4,271
+20% +$173K ﹤0.01% 2146
2024
Q1 		$970K Buy
+21,566
New +$945K ﹤0.01% 2090

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

Cetera Investment Advisers's SYM Position: Q2 2026 in Review

Cetera Investment Advisers increased its Symbotic (SYM) stake by 48% in Q2 2026, buying an estimated $1.12M and bringing the position to 68,244 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Cetera Investment Advisers first reported a position in SYM in Q1 2024 and has held it in 10 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Cetera Investment Advisers held 68,244 shares of Symbotic worth $3.07M as of Q2 2026.
  • Cetera Investment Advisers bought 21,997 Symbotic shares in Q2 2026, an estimated $1.12M.
  • Symbotic made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2026 holding.
  • Cetera Investment Advisers first reported a position in Symbotic in Q1 2024 and has held it in 10 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.