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Fortis Group Advisors’s Symbotic SYM Stock Holding History

Fortis Group 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 		– Sell
-16,898
Closed -$919K – 625
2025
Q4 		$919K Buy
16,898
+11,801
+232% +$779K 0.15% 151
2025
Q3 		$413K Sell
5,097
-2,286
-31% -$116K 0.07% 171
2025
Q2 		$398K Buy
+7,383
New +$193K 0.07% 167

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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fortis Group Advisors's SYM Position: Q1 2026 in Review

Fortis Group Advisors sold out of Symbotic (SYM) in Q1 2026, closing a stake of 16,898 shares — an estimated $919K sold.

Fortis Group Advisors first reported a position in SYM in Q2 2025 and held it in 3 quarters. The position peaked at $919K in Q4 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Fortis Group Advisors reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 16,898 Symbotic shares in Q1 2026, an estimated $919K.
  • Fortis Group Advisors first reported a position in Symbotic in Q2 2025 and held it in 3 quarters.
  • Fortis Group Advisors's Symbotic position peaked at $919K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.