HWM
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Hemington Wealth Management’s Symbotic SYM Stock Holding History

Hemington Wealth Management’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
Q3 		$0 Buy
+12
New +$606 ﹤0.01% 1715
2025
Q2 		– Sell
-1
Closed – – 1703
2025
Q1 		$0 Sell
1
-1
-50% -$26 ﹤0.01% 1740
2024
Q4 		$0 Buy
2
+1
+100% +$28 ﹤0.01% 1772
2024
Q3 		$0 Buy
+1
New +$27 ﹤0.01% 1730

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hemington Wealth Management's SYM Position: Q3 2025 in Review

Hemington Wealth Management opened a new position in Symbotic (SYM) in Q3 2025: 12 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings. This is a return to the name: Hemington Wealth Management previously reported a position in SYM as recently as Q1 2025.

Hemington Wealth Management first reported a position in SYM in Q3 2024 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Hemington Wealth Management held 12 shares of Symbotic worth $0 as of Q3 2025.
  • Symbotic was a new Hemington Wealth Management position in Q3 2025.
  • Symbotic made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1715 holding.
  • Hemington Wealth Management first reported a position in Symbotic in Q3 2024 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.