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Loring Wolcott & Coolidge Fiduciary Advisors’s Symbotic SYM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q2 		– Sell
-437
Closed -$9.25K – 562
2025
Q1 		$9.25K Buy
+437
New +$11.2K ﹤0.01% 486

Other funds holding SYM

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WI
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SYM Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Symbotic (SYM) in Q2 2025, closing a stake of 437 shares — an estimated $9.25K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SYM in Q1 2025 and held it in 1 quarter. The position peaked at $9.25K in Q1 2025. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 437 Symbotic shares in Q2 2025, an estimated $9.25K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Symbotic in Q1 2025 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Symbotic position peaked at $9.25K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.