Curio Wealth’s Symbotic SYM Stock Holding History

Curio Wealth’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	–	Sell	-40	Closed	-$2.13K	–	999
2026 Q1	$2.13K	Hold	40	–	–	﹤0.01%	317
2025 Q4	$2.33K	Buy	+40	New	+$2.64K	﹤0.01%	338
2025 Q3	–	Sell	-40	Closed	-$1.55K	–	366
2025 Q2	$1.55K	Buy	+40	New	+$1.05K	﹤0.01%	287

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

Curio Wealth's SYM Position: Q2 2026 in Review

Curio Wealth sold out of Symbotic (SYM) in Q2 2026, closing a stake of 40 shares — an estimated $2.13K sold.

Curio Wealth first reported a position in SYM in Q2 2025 and held it in 3 quarters. The position peaked at $2.33K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Curio Wealth reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 40 Symbotic shares in Q2 2026, an estimated $2.13K.
Curio Wealth first reported a position in Symbotic in Q2 2025 and held it in 3 quarters.
Curio Wealth's Symbotic position peaked at $2.33K in Q4 2025.
418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.