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Crewe Advisors’s Symbotic SYM Stock Holding History

Crewe 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 		$85.4K Hold
1,900
– – 0.01% 361
2026
Q1 		$101K Hold
1,900
– – 0.01% 291
2025
Q4 		$113K Hold
1,900
– – 0.01% 267
2025
Q3 		$102K Hold
1,900
– – 0.01% 290
2025
Q2 		$73.8K Sell
1,900
-8
-0.4% -$210 0.01% 255
2025
Q1 		$38.6K Hold
1,908
– – 0.01% 295
2024
Q4 		$45.2K Sell
1,908
-5
-0.3% -$142 0.01% 288
2024
Q3 		$46.7K Sell
1,913
-1,887
-50% -$51.2K 0.01% 306
2024
Q2 		$134K Sell
3,800
-400
-10% -$16.2K 0.02% 232
2024
Q1 		$189K Buy
4,200
+4,050
+2,700% +$177K 0.02% 175
2023
Q4 		$7.7K Hold
150
– – ﹤0.01% 225
2023
Q3 		$5.01K Buy
+150
New +$6.17K ﹤0.01% 286

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

Crewe Advisors's SYM Position: Q2 2026 in Review

Crewe Advisors held its Symbotic (SYM) position steady in Q2 2026 at 1,900 shares worth $85.4K. The position accounts for 0.01% of the portfolio, ranked #361.

Crewe Advisors first reported a position in SYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $189K in Q1 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Crewe Advisors held 1,900 shares of Symbotic worth $85.4K as of Q2 2026.
  • Crewe Advisors left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #361 holding.
  • Crewe Advisors first reported a position in Symbotic in Q3 2023 and has held it in 12 quarters since.
  • Crewe Advisors's Symbotic position peaked at $189K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.