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Kestra Private Wealth Services’s Symbotic SYM Stock Holding History

Kestra Private Wealth Services’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 		$1.45M Buy
32,171
+1,893
+6% +$96.5K 0.02% 716
2026
Q1 		$1.61M Buy
30,278
+5,617
+23% +$322K 0.02% 627
2025
Q4 		$1.47M Buy
24,661
+13,063
+113% +$863K 0.02% 652
2025
Q3 		$625K Buy
+11,598
New +$586K 0.01% 989

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

Kestra Private Wealth Services's SYM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Symbotic (SYM) stake by 6.3% in Q2 2026, buying an estimated $96.5K and bringing the position to 32,171 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #716.

Kestra Private Wealth Services first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Kestra Private Wealth Services held 32,171 shares of Symbotic worth $1.45M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,893 Symbotic shares in Q2 2026, an estimated $96.5K.
  • Symbotic made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #716 holding.
  • Kestra Private Wealth Services first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Symbotic position peaked at $1.61M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.