Congress Wealth Management’s Symbotic SYM Stock Holding History

Congress Wealth 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
2025 Q1	–	Sell	-15,000	Closed	-$356K	–	1120
2024 Q4	$356K	Buy	+15,000	New	+$426K	﹤0.01%	725

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Congress Wealth Management's SYM Position: Q1 2025 in Review

Congress Wealth Management sold out of Symbotic (SYM) in Q1 2025, closing a stake of 15,000 shares — an estimated $356K sold.

Congress Wealth Management first reported a position in SYM in Q4 2024 and held it in 1 quarter. The position peaked at $356K in Q4 2024. 221 funds tracked by Wall St. Rank hold SYM as of Q1 2025.

Congress Wealth Management reported no remaining Symbotic position as of Q1 2025 after selling out during the quarter.
Congress Wealth Management sold 15,000 Symbotic shares in Q1 2025, an estimated $356K.
Congress Wealth Management first reported a position in Symbotic in Q4 2024 and held it in 1 quarter.
Congress Wealth Management's Symbotic position peaked at $356K in Q4 2024.
221 funds tracked by Wall St. Rank held Symbotic as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.