CWM
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Circle Wealth Management’s Symbotic SYM Stock Holding History

Circle 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 		$560K Buy
12,449
+4,054
+48% +$207K 0.01% 191
2026
Q1 		$447K Buy
8,395
+38
+0.5% +$2.17K 0.01% 206
2025
Q4 		$497K Buy
+8,357
New +$552K 0.01% 182

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

Circle Wealth Management's SYM Position: Q2 2026 in Review

Circle Wealth Management increased its Symbotic (SYM) stake by 48% in Q2 2026, buying an estimated $207K and bringing the position to 12,449 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #191.

Circle Wealth Management first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Circle Wealth Management held 12,449 shares of Symbotic worth $560K as of Q2 2026.
  • Circle Wealth Management bought 4,054 Symbotic shares in Q2 2026, an estimated $207K.
  • Symbotic made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Circle Wealth Management first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.