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Clearstead Trust’s Symbotic SYM Stock Holding History

Clearstead Trust’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 		$7.78K Hold
173
– – ﹤0.01% 681
2026
Q1 		$9.2K Hold
173
– – ﹤0.01% 603
2025
Q4 		$10.3K Hold
173
– – ﹤0.01% 581
2025
Q3 		$9.32K Hold
173
– – ﹤0.01% 596
2025
Q2 		$6.72K Hold
173
– – ﹤0.01% 681
2025
Q1 		$3.5K Hold
173
– – ﹤0.01% 679
2024
Q4 		$4.1K Buy
+173
New +$4.92K ﹤0.01% 394

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 Trust's SYM Position: Q2 2026 in Review

Clearstead Trust held its Symbotic (SYM) position steady in Q2 2026 at 173 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Clearstead Trust first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Clearstead Trust held 173 shares of Symbotic worth $7.78K as of Q2 2026.
  • Clearstead Trust left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #681 holding.
  • Clearstead Trust first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Trust's Symbotic position peaked at $10.3K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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