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Mount Yale Investment Advisors’s Symbotic SYM Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-20
Closed -$777 – 1500
2025
Q2 		$777 Buy
+20
New +$524 ﹤0.01% 1400

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SSI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mount Yale Investment Advisors's SYM Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Symbotic (SYM) in Q3 2025, closing a stake of 20 shares — an estimated $777 sold.

Mount Yale Investment Advisors first reported a position in SYM in Q2 2025 and held it in 1 quarter. The position peaked at $777 in Q2 2025. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 20 Symbotic shares in Q3 2025, an estimated $777.
  • Mount Yale Investment Advisors first reported a position in Symbotic in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Symbotic position peaked at $777 in Q2 2025.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.