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Navis Wealth Advisors’s Symbotic SYM Stock Holding History

Navis Wealth 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 		$27.7M Buy
615,291
+548,497
+821% +$28M 10.49% 1
2026
Q1 		$3.55M Sell
66,794
-26,016,849
-100% -$1.49B 1.81% 8
2025
Q4 		$36.9M Buy
26,083,643
+26,079,821
+682,361% +$1.72B 15.63% 1
2025
Q3 		$206K Buy
+3,822
New +$193K 0.15% 119
2023
Q3 		– Sell
-913,554
Closed -$39.1M – 91
2023
Q2 		$39.1M Hold
913,554
– – 35.86% 1
2023
Q1 		$20.9M Buy
913,554
+158,856
+21% +$2.66M 22.89% 1
2022
Q4 		$9.01M Hold
754,698
– – 12.8% 2
2022
Q3 		$8.68M Buy
754,698
+19,310
+3% +$284K 13.4% 2
2022
Q2 		$8.07M Buy
+735,388
New +$8.06M 8.64% 2

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

Navis Wealth Advisors's SYM Position: Q2 2026 in Review

Navis Wealth Advisors increased its Symbotic (SYM) stake by 821% in Q2 2026, buying an estimated $28M and bringing the position to 615,291 shares worth $27.7M. The position accounts for 10.49% of the portfolio, ranked #1.

Navis Wealth Advisors first reported a position in SYM in Q2 2022 and has held it in 9 quarters since. The position peaked at $39.1M in Q2 2023. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Navis Wealth Advisors held 615,291 shares of Symbotic worth $27.7M as of Q2 2026.
  • Navis Wealth Advisors bought 548,497 Symbotic shares in Q2 2026, an estimated $28M.
  • Symbotic made up 10.49% of Navis Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Navis Wealth Advisors first reported a position in Symbotic in Q2 2022 and has held it in 9 quarters since.
  • Navis Wealth Advisors's Symbotic position peaked at $39.1M in Q2 2023.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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