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Intergy Private Wealth’s Symbotic SYM Stock Holding History

Intergy Private Wealth’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 		– Sell
-4,000
Closed -$213K – 151
2026
Q1 		$213K Hold
4,000
– – 0.06% 112
2025
Q4 		$238K Sell
4,000
-5,000
-56% -$330K 0.07% 99
2025
Q3 		$485K Sell
9,000
-4,094
-31% -$207K 0.15% 64
2025
Q2 		$509K Hold
13,094
– – 0.17% 62
2025
Q1 		$265K Hold
13,094
– – 0.1% 82
2024
Q4 		$310K Buy
+13,094
New +$372K 0.12% 73

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

Intergy Private Wealth's SYM Position: Q2 2026 in Review

Intergy Private Wealth sold out of Symbotic (SYM) in Q2 2026, closing a stake of 4,000 shares — an estimated $213K sold.

Intergy Private Wealth first reported a position in SYM in Q4 2024 and held it in 6 quarters. The position peaked at $509K in Q2 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Intergy Private Wealth reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Intergy Private Wealth sold 4,000 Symbotic shares in Q2 2026, an estimated $213K.
  • Intergy Private Wealth first reported a position in Symbotic in Q4 2024 and held it in 6 quarters.
  • Intergy Private Wealth's Symbotic position peaked at $509K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.