Mutual Advisors’s Symbotic SYM Stock Holding History

Mutual 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	–	Sell	-19,099	Closed	-$1.02M	–	1456
2026 Q1	$1.02M	Sell	19,099 -16,462	-46%	-$942K	0.02%	596
2025 Q4	$2.12M	Sell	35,561 -51	-0.1%	-$3.37K	0.05%	352
2025 Q3	$2.42M	Buy	+35,612	New	+$1.8M	0.05%	315

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mutual Advisors's SYM Position: Q2 2026 in Review

Mutual Advisors sold out of Symbotic (SYM) in Q2 2026, closing a stake of 19,099 shares — an estimated $1.02M sold.

Mutual Advisors first reported a position in SYM in Q3 2025 and held it in 3 quarters. The position peaked at $2.42M in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Mutual Advisors reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Mutual Advisors sold 19,099 Symbotic shares in Q2 2026, an estimated $1.02M.
Mutual Advisors first reported a position in Symbotic in Q3 2025 and held it in 3 quarters.
Mutual Advisors's Symbotic position peaked at $2.42M in Q3 2025.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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