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Concord Wealth Partners’s Symbotic SYM Stock Holding History

Concord Wealth Partners’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 		$4.69K Buy
+104
New +$5.3K ﹤0.01% 671
2026
Q1 		– Sell
-104
Closed -$6.21K – 715
2025
Q4 		$6.21K Sell
104
-785
-88% -$51.8K ﹤0.01% 594
2025
Q3 		$47.9K Hold
889
– – 0.01% 345
2025
Q2 		$34.6K Hold
889
– – 0.01% 389
2025
Q1 		$18K Buy
889
+104
+13% +$2.66K ﹤0.01% 443
2024
Q4 		$18.6K Buy
+785
New +$22.3K ﹤0.01% 469

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

Concord Wealth Partners's SYM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Symbotic (SYM) in Q2 2026: 104 shares worth $4.69K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SYM as recently as Q4 2025.

Concord Wealth Partners first reported a position in SYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.9K in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Concord Wealth Partners held 104 shares of Symbotic worth $4.69K as of Q2 2026.
  • Symbotic was a new Concord Wealth Partners position in Q2 2026.
  • Symbotic made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #671 holding.
  • Concord Wealth Partners first reported a position in Symbotic in Q4 2024 and has held it in 6 quarters since.
  • Concord Wealth Partners's Symbotic position peaked at $47.9K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.