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EverSource Wealth Advisors’s Symbotic SYM Stock Holding History

EverSource Wealth 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 		$893K Sell
19,858
-310
-2% -$15.8K 0.03% 375
2026
Q1 		$1.07M Sell
20,168
-599
-3% -$34.3K 0.03% 365
2025
Q4 		$1.24M Sell
20,767
-21,953
-51% -$1.45M 0.05% 287
2025
Q3 		$2.3M Buy
42,720
+3,854
+10% +$195K 0.09% 160
2025
Q2 		$1.51M Buy
38,866
+38,671
+19,831% +$1.01M 0.07% 204
2025
Q1 		$3.94K Buy
195
+162
+491% +$4.14K ﹤0.01% 2613
2024
Q4 		$783 Buy
+33
New +$938 ﹤0.01% 3049

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

EverSource Wealth Advisors's SYM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Symbotic (SYM) stake by 1.5% in Q2 2026, selling an estimated $15.8K and leaving 19,858 shares worth $893K. The position accounts for 0.03% of the portfolio, ranked #375.

EverSource Wealth Advisors first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • EverSource Wealth Advisors held 19,858 shares of Symbotic worth $893K as of Q2 2026.
  • EverSource Wealth Advisors sold 310 Symbotic shares in Q2 2026, an estimated $15.8K.
  • Symbotic made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #375 holding.
  • EverSource Wealth Advisors first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Symbotic position peaked at $2.3M in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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