Kestra Advisory Services’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SYM
WI
Kestra Advisory Services's SYM Position: Q2 2026 in Review
Kestra Advisory Services reduced its Symbotic (SYM) stake by 6.7% in Q2 2026, selling an estimated $44.8K and leaving 12,200 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.
Kestra Advisory Services first reported a position in SYM in Q1 2024 and has held it in 7 quarters since. The position peaked at $696K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.
- Kestra Advisory Services held 12,200 shares of Symbotic worth $548K as of Q2 2026.
- Kestra Advisory Services sold 879 Symbotic shares in Q2 2026, an estimated $44.8K.
- Symbotic made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2274 holding.
- Kestra Advisory Services first reported a position in Symbotic in Q1 2024 and has held it in 7 quarters since.
- Kestra Advisory Services's Symbotic position peaked at $696K in Q1 2026.
- 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.