GRP
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Global Retirement Partners’s Symbotic SYM Stock Holding History

Global Retirement Partners’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 		$229K Buy
+5,089
New +$259K ﹤0.01% 1510
2025
Q4 		$155K Sell
2,609
-2,139
-45% -$141K ﹤0.01% 1629
2025
Q3 		$256K Sell
4,748
-2,446
-34% -$124K 0.01% 1058
2025
Q2 		$279K Buy
+7,194
New +$188K 0.01% 940
2024
Q4 		$25.6K Hold
1,081
– – ﹤0.01% 1956
2024
Q3 		$26.4K Hold
1,081
– – ﹤0.01% 1863
2024
Q2 		$38K Buy
1,081
+25
+2% +$1.01K ﹤0.01% 1686
2024
Q1 		$47.5K Buy
1,056
+660
+167% +$28.9K ﹤0.01% 1440
2023
Q4 		$16.3K Buy
+396
New +$17.4K ﹤0.01% 1862

Other funds holding SYM

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WI
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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

Global Retirement Partners's SYM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Symbotic (SYM) in Q2 2026: 5,089 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #1510 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SYM as recently as Q4 2025.

Global Retirement Partners first reported a position in SYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $279K in Q2 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Global Retirement Partners held 5,089 shares of Symbotic worth $229K as of Q2 2026.
  • Symbotic was a new Global Retirement Partners position in Q2 2026.
  • Symbotic made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1510 holding.
  • Global Retirement Partners first reported a position in Symbotic in Q4 2023 and has held it in 9 quarters since.
  • Global Retirement Partners's Symbotic position peaked at $279K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.