FFO
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Fortitude Family Office’s Symbotic SYM Stock Holding History

Fortitude Family Office’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 		$2.7K Sell
60
-22
-27% -$1.12K ﹤0.01% 1358
2026
Q1 		$4.36K Buy
82
+27
+49% +$1.55K ﹤0.01% 973
2025
Q4 		$3.27K Sell
55
-8
-13% -$528 ﹤0.01% 983
2025
Q3 		$3.4K Buy
63
+10
+19% +$505 ﹤0.01% 972
2025
Q2 		$2.06K Buy
+53
New +$1.39K ﹤0.01% 1184

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

Fortitude Family Office's SYM Position: Q2 2026 in Review

Fortitude Family Office reduced its Symbotic (SYM) stake by 27% in Q2 2026, selling an estimated $1.12K and leaving 60 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Fortitude Family Office first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.36K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Fortitude Family Office held 60 shares of Symbotic worth $2.7K as of Q2 2026.
  • Fortitude Family Office sold 22 Symbotic shares in Q2 2026, an estimated $1.12K.
  • Symbotic made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1358 holding.
  • Fortitude Family Office first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Fortitude Family Office's Symbotic position peaked at $4.36K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.