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FSC Wealth Advisors’s Symbotic SYM Stock Holding History

FSC Wealth 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
2025
Q2 		– Sell
-200
Closed -$4.04K – 225
2025
Q1 		$4.04K Buy
200
+100
+100% +$2.55K ﹤0.01% 232
2024
Q4 		$2.37K Hold
100
– – ﹤0.01% 253
2024
Q3 		$2.44K Hold
100
– – ﹤0.01% 243
2024
Q2 		$3.52K Hold
100
– – ﹤0.01% 240
2024
Q1 		$4.5K Buy
+100
New +$4.38K ﹤0.01% 226

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FSC Wealth Advisors's SYM Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Symbotic (SYM) in Q2 2025, closing a stake of 200 shares — an estimated $4.04K sold.

FSC Wealth Advisors first reported a position in SYM in Q1 2024 and held it in 5 quarters. The position peaked at $4.5K in Q1 2024. 280 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • FSC Wealth Advisors reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 200 Symbotic shares in Q2 2025, an estimated $4.04K.
  • FSC Wealth Advisors first reported a position in Symbotic in Q1 2024 and held it in 5 quarters.
  • FSC Wealth Advisors's Symbotic position peaked at $4.5K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.