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New England Capital Financial Advisors’s Symbotic SYM Stock Holding History

New England Capital Financial 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
Q1 		– Sell
-40
Closed -$2.38K – 439
2025
Q4 		$2.38K Buy
+40
New +$2.64K ﹤0.01% 341

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New England Capital Financial Advisors's SYM Position: Q1 2026 in Review

New England Capital Financial Advisors sold out of Symbotic (SYM) in Q1 2026, closing a stake of 40 shares — an estimated $2.38K sold.

New England Capital Financial Advisors first reported a position in SYM in Q4 2025 and held it in 1 quarter. The position peaked at $2.38K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • New England Capital Financial Advisors reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • New England Capital Financial Advisors sold 40 Symbotic shares in Q1 2026, an estimated $2.38K.
  • New England Capital Financial Advisors first reported a position in Symbotic in Q4 2025 and held it in 1 quarter.
  • New England Capital Financial Advisors's Symbotic position peaked at $2.38K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.