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Mark Sheptoff Financial Planning’s Symbotic SYM Stock Holding History

Mark Sheptoff Financial Planning’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 		$329K Sell
7,325
-500
-6% -$25.5K 0.17% 72
2026
Q1 		$454K Sell
7,825
-125
-2% -$7.16K 0.24% 62
2025
Q4 		$473K Sell
7,950
-1,100
-12% -$72.6K 0.23% 64
2025
Q3 		$488K Buy
+9,050
New +$457K 0.23% 58

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

Mark Sheptoff Financial Planning's SYM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Symbotic (SYM) stake by 6.4% in Q2 2026, selling an estimated $25.5K and leaving 7,325 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #72.

Mark Sheptoff Financial Planning first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $488K in Q3 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Mark Sheptoff Financial Planning held 7,325 shares of Symbotic worth $329K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 500 Symbotic shares in Q2 2026, an estimated $25.5K.
  • Symbotic made up 0.17% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #72 holding.
  • Mark Sheptoff Financial Planning first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Symbotic position peaked at $488K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.