Financial Engines Advisors
SYM icon

Financial Engines Advisors’s Symbotic SYM Stock Holding History

Financial Engines 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
Q1 		$860K Buy
16,170
+154
+1% +$8.82K ﹤0.01% 320
2025
Q4 		$953K Buy
16,016
+6,190
+63% +$409K ﹤0.01% 319
2025
Q3 		$530K Buy
+9,826
New +$497K ﹤0.01% 387

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SSI
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VPM
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VCM
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Morgan Stanley
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JP Morgan Chase
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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

Financial Engines Advisors's SYM Position: Q1 2026 in Review

Financial Engines Advisors increased its Symbotic (SYM) stake by 0.96% in Q1 2026, buying an estimated $8.82K and bringing the position to 16,170 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Financial Engines Advisors first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $953K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Financial Engines Advisors held 16,170 shares of Symbotic worth $860K as of Q1 2026.
  • Financial Engines Advisors bought 154 Symbotic shares in Q1 2026, an estimated $8.82K.
  • Symbotic made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #320 holding.
  • Financial Engines Advisors first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Financial Engines Advisors's Symbotic position peaked at $953K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.