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McGuire Capital Advisors’s Symbotic SYM Stock Holding History

McGuire Capital 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 		$278K Buy
6,177
+4,662
+308% +$238K 0.15% 77
2026
Q1 		$80.6K Buy
1,515
+1,399
+1,206% +$80.1K 0.05% 149
2025
Q4 		$6.9K Buy
+116
New +$7.66K ﹤0.01% 473

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

McGuire Capital Advisors's SYM Position: Q2 2026 in Review

McGuire Capital Advisors increased its Symbotic (SYM) stake by 308% in Q2 2026, buying an estimated $238K and bringing the position to 6,177 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #77.

McGuire Capital Advisors first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • McGuire Capital Advisors held 6,177 shares of Symbotic worth $278K as of Q2 2026.
  • McGuire Capital Advisors bought 4,662 Symbotic shares in Q2 2026, an estimated $238K.
  • Symbotic made up 0.15% of McGuire Capital Advisors's portfolio in Q2 2026, its #77 holding.
  • McGuire Capital Advisors first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.