McClarren Financial Advisors’s Symbotic SYM Stock Holding History

McClarren Financial 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	-20	Closed	–	–	267
2025 Q1	$0	Buy	+20	New	+$511	﹤0.01%	357

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McClarren Financial Advisors's SYM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Symbotic (SYM) in Q2 2025, closing a stake of 20 shares.

McClarren Financial Advisors first reported a position in SYM in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

McClarren Financial Advisors reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 20 Symbotic shares in Q2 2025.
McClarren Financial Advisors first reported a position in Symbotic in Q1 2025 and held it in 1 quarter.
McClarren Financial Advisors's Symbotic position peaked at $0 in Q1 2025.
279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.