Darden Wealth Group’s Symbotic SYM Stock Holding History

Darden Wealth Group’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	-12,915	Closed	-$687K	–	166
2026 Q1	$687K	Sell	12,915 -560	-4%	-$32.1K	0.35%	63
2025 Q4	$802K	Buy	13,475 +7,325	+119%	+$484K	0.39%	55
2025 Q3	$331K	Buy	+6,150	New	+$311K	0.17%	104

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

Darden Wealth Group's SYM Position: Q2 2026 in Review

Darden Wealth Group sold out of Symbotic (SYM) in Q2 2026, closing a stake of 12,915 shares — an estimated $687K sold.

Darden Wealth Group first reported a position in SYM in Q3 2025 and held it in 3 quarters. The position peaked at $802K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Darden Wealth Group reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Darden Wealth Group sold 12,915 Symbotic shares in Q2 2026, an estimated $687K.
Darden Wealth Group first reported a position in Symbotic in Q3 2025 and held it in 3 quarters.
Darden Wealth Group's Symbotic position peaked at $802K in Q4 2025.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.