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Midwest Professional Planners Ltd (MPPL)’s Symbotic SYM Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$239K Buy
5,308
+423
+9% +$21.6K 0.05% 126
2026
Q1 		$260K Buy
4,885
+156
+3% +$8.93K 0.06% 132
2025
Q4 		$281K Buy
4,729
+525
+12% +$34.7K 0.07% 133
2025
Q3 		$227K Buy
+4,204
New +$212K 0.06% 146

Other funds holding SYM

SoftBank Group
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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

Midwest Professional Planners Ltd (MPPL)'s SYM Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its Symbotic (SYM) stake by 8.7% in Q2 2026, buying an estimated $21.6K and bringing the position to 5,308 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #126.

Midwest Professional Planners Ltd (MPPL) first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $281K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 5,308 shares of Symbotic worth $239K as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) bought 423 Symbotic shares in Q2 2026, an estimated $21.6K.
  • Symbotic made up 0.05% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #126 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s Symbotic position peaked at $281K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.