IWP
SYM icon

IAG Wealth Partners’s Symbotic SYM Stock Holding History

IAG Wealth 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 		$78.8K Hold
1,752
– – 0.01% 183
2026
Q1 		$93.2K Buy
1,752
+398
+29% +$22.8K 0.01% 172
2025
Q4 		$80.6K Hold
1,354
– – 0.01% 174
2025
Q3 		$73K Buy
1,354
+534
+65% +$27K 0.01% 183
2025
Q2 		$31.9K Buy
+820
New +$21.5K ﹤0.01% 236

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

IAG Wealth Partners's SYM Position: Q2 2026 in Review

IAG Wealth Partners held its Symbotic (SYM) position steady in Q2 2026 at 1,752 shares worth $78.8K. The position accounts for 0.01% of the portfolio, ranked #183.

IAG Wealth Partners first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $93.2K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • IAG Wealth Partners held 1,752 shares of Symbotic worth $78.8K as of Q2 2026.
  • IAG Wealth Partners left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #183 holding.
  • IAG Wealth Partners first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • IAG Wealth Partners's Symbotic position peaked at $93.2K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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