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OneDigital Investment Advisors’s Symbotic SYM Stock Holding History

OneDigital Investment 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
-4,430
Closed -$236K – 1646
2026
Q1 		$236K Buy
4,430
+821
+23% +$47K ﹤0.01% 1318
2025
Q4 		$215K Buy
+3,609
New +$238K ﹤0.01% 1406

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Vanguard Portfolio Management
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Vanguard Capital Management
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JP Morgan Chase
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Ameriprise
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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

OneDigital Investment Advisors's SYM Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Symbotic (SYM) in Q2 2026, closing a stake of 4,430 shares — an estimated $236K sold.

OneDigital Investment Advisors first reported a position in SYM in Q4 2025 and held it in 2 quarters. The position peaked at $236K in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,430 Symbotic shares in Q2 2026, an estimated $236K.
  • OneDigital Investment Advisors first reported a position in Symbotic in Q4 2025 and held it in 2 quarters.
  • OneDigital Investment Advisors's Symbotic position peaked at $236K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.