EWM
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Evolution Wealth Management’s Symbotic SYM Stock Holding History

Evolution Wealth Management’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
-100
Closed -$5.32K – 964
2026
Q1 		$5.32K Hold
100
– – ﹤0.01% 614
2025
Q4 		$5.95K Buy
+100
New +$6.6K ﹤0.01% 520
2025
Q3 		– Sell
-200
Closed -$7.77K – 680
2025
Q2 		$7.77K Buy
+200
New +$5.24K 0.01% 385

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

Evolution Wealth Management's SYM Position: Q2 2026 in Review

Evolution Wealth Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 100 shares — an estimated $5.32K sold.

Evolution Wealth Management first reported a position in SYM in Q2 2025 and held it in 3 quarters. The position peaked at $7.77K in Q2 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Evolution Wealth Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 100 Symbotic shares in Q2 2026, an estimated $5.32K.
  • Evolution Wealth Management first reported a position in Symbotic in Q2 2025 and held it in 3 quarters.
  • Evolution Wealth Management's Symbotic position peaked at $7.77K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.