Focus Partners Wealth’s Symbotic SYM Stock Holding History

Focus Partners Wealth’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	-3,786	Closed	-$201K	–	2960
2026 Q1	$201K	Sell	3,786 -5,905	-61%	-$338K	﹤0.01%	2420
2025 Q4	$549K	Buy	9,691 +1,993	+26%	+$132K	﹤0.01%	1912
2025 Q3	$417K	Buy	+7,698	New	+$389K	﹤0.01%	1682

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth's SYM Position: Q2 2026 in Review

Focus Partners Wealth sold out of Symbotic (SYM) in Q2 2026, closing a stake of 3,786 shares — an estimated $201K sold.

Focus Partners Wealth first reported a position in SYM in Q3 2025 and held it in 3 quarters. The position peaked at $549K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Focus Partners Wealth reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Focus Partners Wealth sold 3,786 Symbotic shares in Q2 2026, an estimated $201K.
Focus Partners Wealth first reported a position in Symbotic in Q3 2025 and held it in 3 quarters.
Focus Partners Wealth's Symbotic position peaked at $549K in Q4 2025.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.