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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
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
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Darden Wealth Group's SYM Position: Q1 2026 in Review

Darden Wealth Group reduced its Symbotic (SYM) stake by 4.2% in Q1 2026, selling an estimated $32.1K and leaving 12,915 shares worth $687K. The position accounts for 0.35% of the portfolio, ranked #63.

Darden Wealth Group first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $802K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Darden Wealth Group held 12,915 shares of Symbotic worth $687K as of Q1 2026.
  • Darden Wealth Group sold 560 Symbotic shares in Q1 2026, an estimated $32.1K.
  • Symbotic made up 0.35% of Darden Wealth Group's portfolio in Q1 2026, its #63 holding.
  • Darden Wealth Group first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Darden Wealth Group's Symbotic position peaked at $802K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.