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Money Concepts Capital’s Symbotic SYM Stock Holding History

Money Concepts Capital’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 		– Sell
-4,489
Closed -$239K – 659
2026
Q1 		$239K Buy
+4,489
New +$257K 0.01% 508
2023
Q1 		– Sell
-3,050
Closed -$36.4K – 2615
2022
Q4 		$36.4K Buy
3,050
+550
+22% +$6.41K ﹤0.01% 1372
2022
Q3 		$29K Hold
2,500
– – ﹤0.01% 832
2022
Q2 		$30K Hold
2,500
– – ﹤0.01% 802
2022
Q1 		$25K Buy
+2,500
New +$24.7K ﹤0.01% 1528

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

Money Concepts Capital's SYM Position: Q2 2026 in Review

Money Concepts Capital sold out of Symbotic (SYM) in Q2 2026, closing a stake of 4,489 shares — an estimated $239K sold.

Money Concepts Capital first reported a position in SYM in Q1 2022 and held it in 5 quarters. The position peaked at $239K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Money Concepts Capital reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Money Concepts Capital sold 4,489 Symbotic shares in Q2 2026, an estimated $239K.
  • Money Concepts Capital first reported a position in Symbotic in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's Symbotic position peaked at $239K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.