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
Q2 		$506K Sell
11,265
-4,905
-30% -$250K ﹤0.01% 402
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

Other funds holding SYM

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WI
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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 Engines Advisors's SYM Position: Q2 2026 in Review

Financial Engines Advisors reduced its Symbotic (SYM) stake by 30% in Q2 2026, selling an estimated $250K and leaving 11,265 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Financial Engines Advisors first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $953K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Financial Engines Advisors held 11,265 shares of Symbotic worth $506K as of Q2 2026.
  • Financial Engines Advisors sold 4,905 Symbotic shares in Q2 2026, an estimated $250K.
  • Symbotic made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #402 holding.
  • Financial Engines Advisors first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Financial Engines Advisors's Symbotic position peaked at $953K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.