ORG Wealth Partners
SYM icon

ORG Wealth Partners’s Symbotic SYM Stock Holding History

ORG Wealth Partners’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
Q3 		$24.9K Buy
591
+559
+1,747% +$23.6K ﹤0.01% 509
2026
Q2 		$1.44K Hold
32
– – ﹤0.01% 639
2026
Q1 		$1.7K Hold
32
– – ﹤0.01% 594
2025
Q4 		$1.9K Hold
32
– – ﹤0.01% 556
2025
Q3 		$1.72K Hold
32
– – ﹤0.01% 565
2025
Q2 		$1.27K Hold
32
– – ﹤0.01% 612
2025
Q1 		$668 Buy
+32
New +$817 ﹤0.01% 715

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Fidelity Investments
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Nordea Investment Management
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Daiwa Securities Group
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Geode Capital Management
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TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Exchange Traded Concepts
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ORG Wealth Partners's SYM Position: Q3 2026 in Review

ORG Wealth Partners increased its Symbotic (SYM) stake by 1,747% in Q3 2026, buying an estimated $23.6K and bringing the position to 591 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

ORG Wealth Partners first reported a position in SYM in Q1 2025 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • ORG Wealth Partners held 591 shares of Symbotic worth $24.9K as of Q3 2026.
  • ORG Wealth Partners bought 559 Symbotic shares in Q3 2026, an estimated $23.6K.
  • Symbotic made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #509 holding.
  • ORG Wealth Partners first reported a position in Symbotic in Q1 2025 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.