N.E.W. Advisory Services’s Symbotic SYM Stock Holding History

N.E.W. Advisory Services’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	$17.1K	Buy	+381	New	+$19.4K	﹤0.01%	561

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

N.E.W. Advisory Services's SYM Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Symbotic (SYM) in Q2 2026: 381 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings.

417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

N.E.W. Advisory Services held 381 shares of Symbotic worth $17.1K as of Q2 2026.
Symbotic was a new N.E.W. Advisory Services position in Q2 2026.
Symbotic made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #561 holding.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.