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Compass Financial Management’s Symbotic SYM Stock Holding History

Compass Financial 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 		$498 Buy
+10
New +$510 ﹤0.01% 1412

Other funds holding SYM

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Compass Financial Management's SYM Position: Q2 2026 in Review

Compass Financial Management opened a new position in Symbotic (SYM) in Q2 2026: 10 shares worth $498. The stake represents ﹤0.01% of the portfolio and ranks #1412 among its holdings.

393 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Compass Financial Management held 10 shares of Symbotic worth $498 as of Q2 2026.
  • Symbotic was a new Compass Financial Management position in Q2 2026.
  • Symbotic made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1412 holding.
  • 393 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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