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Intrepid Financial Planning Group’s Symbotic SYM Stock Holding History

Intrepid Financial Planning Group’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 		$289K Sell
6,420
-50
-0.8% -$2.55K 0.1% 110
2026
Q1 		$344K Buy
6,470
+880
+16% +$50.4K 0.14% 97
2025
Q4 		$333K Buy
+5,590
New +$369K 0.13% 93

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

Intrepid Financial Planning Group's SYM Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Symbotic (SYM) stake by 0.77% in Q2 2026, selling an estimated $2.55K and leaving 6,420 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #110.

Intrepid Financial Planning Group first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $344K in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Intrepid Financial Planning Group held 6,420 shares of Symbotic worth $289K as of Q2 2026.
  • Intrepid Financial Planning Group sold 50 Symbotic shares in Q2 2026, an estimated $2.55K.
  • Symbotic made up 0.1% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #110 holding.
  • Intrepid Financial Planning Group first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Intrepid Financial Planning Group's Symbotic position peaked at $344K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.