NewSquare Capital’s Symbotic SYM Stock Holding History

NewSquare Capital’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	-200	Closed	-$7.77K	–	1114
2025 Q2	$7.77K	Hold	200	–	–	﹤0.01%	711
2025 Q1	$4.04K	Buy	+200	New	+$5.11K	﹤0.01%	726

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NewSquare Capital's SYM Position: Q3 2025 in Review

NewSquare Capital sold out of Symbotic (SYM) in Q3 2025, closing a stake of 200 shares — an estimated $7.77K sold.

NewSquare Capital first reported a position in SYM in Q1 2025 and held it in 2 quarters. The position peaked at $7.77K in Q2 2025. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

NewSquare Capital reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 200 Symbotic shares in Q3 2025, an estimated $7.77K.
NewSquare Capital first reported a position in Symbotic in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Symbotic position peaked at $7.77K in Q2 2025.
335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.