FAOAI
SYM icon

Fund Advisors of America Inc’s Symbotic SYM Stock Holding History

Fund Advisors of America Inc’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 		$834K Sell
18,555
-1,703
-8% -$86.8K 0.76% 42
2026
Q1 		$1.08M Sell
20,258
-2,894
-13% -$166K 1.09% 28
2025
Q4 		$1.38M Buy
+23,152
New +$1.53M 1.26% 23

Other funds holding SYM

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Fund Advisors of America Inc's SYM Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its Symbotic (SYM) stake by 8.4% in Q2 2026, selling an estimated $86.8K and leaving 18,555 shares worth $834K. The position accounts for 0.76% of the portfolio, ranked #42.

Fund Advisors of America Inc first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q4 2025. 393 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Fund Advisors of America Inc held 18,555 shares of Symbotic worth $834K as of Q2 2026.
  • Fund Advisors of America Inc sold 1,703 Symbotic shares in Q2 2026, an estimated $86.8K.
  • Symbotic made up 0.76% of Fund Advisors of America Inc's portfolio in Q2 2026, its #42 holding.
  • Fund Advisors of America Inc first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Fund Advisors of America Inc's Symbotic position peaked at $1.38M in Q4 2025.
  • 393 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.