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Legacy Investment Solutions’s Symbotic SYM Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$117 Buy
+3
New +$79 ﹤0.01% 732
2024
Q4 		$80 Hold
3
– – ﹤0.01% 738
2024
Q3 		$95 Buy
+3
New +$81 ﹤0.01% 686

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Legacy Investment Solutions's SYM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Symbotic (SYM) in Q2 2025: 3 shares worth $117. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SYM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SYM in Q3 2024 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Legacy Investment Solutions held 3 shares of Symbotic worth $117 as of Q2 2025.
  • Symbotic was a new Legacy Investment Solutions position in Q2 2025.
  • Symbotic made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #732 holding.
  • Legacy Investment Solutions first reported a position in Symbotic in Q3 2024 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.