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Concurrent Investment Advisors’s Symbotic SYM Stock Holding History

Concurrent Investment 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 		$261K Buy
5,811
+287
+5% +$14.6K ﹤0.01% 1782
2026
Q1 		$294K Sell
5,524
-10
-0.2% -$572 ﹤0.01% 1522
2025
Q4 		$329K Sell
5,534
-645
-10% -$42.6K ﹤0.01% 1335
2025
Q3 		$333K Sell
6,179
-1,146
-16% -$57.9K 0.01% 1107
2025
Q2 		$285K Buy
+7,325
New +$192K 0.01% 1085

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

Concurrent Investment Advisors's SYM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Symbotic (SYM) stake by 5.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 5,811 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Concurrent Investment Advisors first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $333K in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Concurrent Investment Advisors held 5,811 shares of Symbotic worth $261K as of Q2 2026.
  • Concurrent Investment Advisors bought 287 Symbotic shares in Q2 2026, an estimated $14.6K.
  • Symbotic made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1782 holding.
  • Concurrent Investment Advisors first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Symbotic position peaked at $333K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.