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Onyx Bridge Wealth Group’s Symbotic SYM Stock Holding History

Onyx Bridge Wealth Group’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 		$291K Hold
6,479
– – 0.03% 312
2026
Q1 		$345K Sell
6,479
-78
-1% -$4.46K 0.04% 271
2025
Q4 		$390K Sell
6,557
-83
-1% -$5.48K 0.04% 247
2025
Q3 		$358K Sell
6,640
-2,125
-24% -$107K 0.04% 261
2025
Q2 		$341K Buy
+8,765
New +$230K 0.05% 212

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

Onyx Bridge Wealth Group's SYM Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its Symbotic (SYM) position steady in Q2 2026 at 6,479 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #312.

Onyx Bridge Wealth Group first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $390K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Onyx Bridge Wealth Group held 6,479 shares of Symbotic worth $291K as of Q2 2026.
  • Onyx Bridge Wealth Group left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #312 holding.
  • Onyx Bridge Wealth Group first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Onyx Bridge Wealth Group's Symbotic position peaked at $390K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.