Creative Planning’s Symbotic SYM Stock Holding History

Creative Planning’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	$246K	Sell	5,462 -465	-8%	-$23.7K	﹤0.01%	3734
2026 Q1	$315K	Buy	5,927 +1,351	+30%	+$77.3K	﹤0.01%	3390
2025 Q4	$272K	Buy	4,576 +335	+8%	+$22.1K	﹤0.01%	3322
2025 Q3	$229K	Buy	+4,241	New	+$214K	﹤0.01%	3362
2023 Q3	–	Sell	-10,500	Closed	-$450K	–	3035
2023 Q2	$450K	Buy	+10,500	New	+$345K	﹤0.01%	1626

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's SYM Position: Q2 2026 in Review

Creative Planning reduced its Symbotic (SYM) stake by 7.8% in Q2 2026, selling an estimated $23.7K and leaving 5,462 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3734.

Creative Planning first reported a position in SYM in Q2 2023 and has held it in 5 quarters since. The position peaked at $450K in Q2 2023. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Creative Planning held 5,462 shares of Symbotic worth $246K as of Q2 2026.
Creative Planning sold 465 Symbotic shares in Q2 2026, an estimated $23.7K.
Symbotic made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3734 holding.
Creative Planning first reported a position in Symbotic in Q2 2023 and has held it in 5 quarters since.
Creative Planning's Symbotic position peaked at $450K in Q2 2023.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.