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Financial Consulate’s Symbotic SYM Stock Holding History

Financial Consulate’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 		$11.2K Hold
250
– – ﹤0.01% 641
2026
Q1 		$13.3K Hold
250
– – ﹤0.01% 586
2025
Q4 		$14.9K Buy
+250
New +$16.5K ﹤0.01% 532

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

Financial Consulate's SYM Position: Q2 2026 in Review

Financial Consulate held its Symbotic (SYM) position steady in Q2 2026 at 250 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Financial Consulate first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.9K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Financial Consulate held 250 shares of Symbotic worth $11.2K as of Q2 2026.
  • Financial Consulate left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #641 holding.
  • Financial Consulate first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Symbotic position peaked at $14.9K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.