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Kingswood Wealth Advisors’s Symbotic SYM Stock Holding History

Kingswood Wealth Advisors’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 		$363K Buy
8,065
+1,038
+15% +$52.9K 0.01% 709
2026
Q1 		$374K Buy
+7,027
New +$402K 0.02% 638

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

Kingswood Wealth Advisors's SYM Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Symbotic (SYM) stake by 15% in Q2 2026, buying an estimated $52.9K and bringing the position to 8,065 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #709.

Kingswood Wealth Advisors first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $374K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Kingswood Wealth Advisors held 8,065 shares of Symbotic worth $363K as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,038 Symbotic shares in Q2 2026, an estimated $52.9K.
  • Symbotic made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #709 holding.
  • Kingswood Wealth Advisors first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Symbotic position peaked at $374K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.