Michael J. Porro & Co. Financial Advisors, Inc.’s Symbotic SYM Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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
2025 Q4	$1.35M	Buy	+22,746	New	+$1.5M	1.13%	28

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

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

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Michael J. Porro & Co. Financial Advisors, Inc.'s SYM Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Symbotic (SYM) in Q4 2025: 22,746 shares worth $1.35M. The stake represents 1.13% of the portfolio and ranks #28 among its holdings.

404 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 22,746 shares of Symbotic worth $1.35M as of Q4 2025.
Symbotic was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Symbotic made up 1.13% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #28 holding.
404 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.