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Clearstead Advisors’s Symbotic SYM Stock Holding History

Clearstead 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 		$45K Buy
1,001
+1
+0.1% +$51 ﹤0.01% 1533
2026
Q1 		$53.2K Hold
1,000
– – ﹤0.01% 1268
2025
Q4 		$59.5K Hold
1,000
– – ﹤0.01% 1323
2025
Q3 		$53.9K Hold
1,000
– – ﹤0.01% 1257
2025
Q2 		$38.9K Sell
1,000
-66
-6% -$1.73K ﹤0.01% 1370
2025
Q1 		$21.5K Buy
1,066
+200
+23% +$5.11K ﹤0.01% 1410
2024
Q4 		$20.5K Sell
866
-1,750
-67% -$49.7K ﹤0.01% 1382
2024
Q3 		$63.8K Buy
2,616
+1,166
+80% +$31.7K ﹤0.01% 1149
2024
Q2 		$51K Buy
1,450
+350
+32% +$14.2K ﹤0.01% 1158
2024
Q1 		$47K Buy
+1,100
New +$48.2K ﹤0.01% 775

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

Clearstead Advisors's SYM Position: Q2 2026 in Review

Clearstead Advisors increased its Symbotic (SYM) stake by 0.1% in Q2 2026, buying an estimated $51 and bringing the position to 1,001 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Clearstead Advisors first reported a position in SYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $63.8K in Q3 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Clearstead Advisors held 1,001 shares of Symbotic worth $45K as of Q2 2026.
  • Clearstead Advisors bought 1 Symbotic share in Q2 2026, an estimated $51.
  • Symbotic made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1533 holding.
  • Clearstead Advisors first reported a position in Symbotic in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Symbotic position peaked at $63.8K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.