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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
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

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ORG Wealth Partners's SYM Position: Q1 2026 in Review

ORG Wealth Partners held its Symbotic (SYM) position steady in Q1 2026 at 32 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

ORG Wealth Partners first reported a position in SYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.9K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • ORG Wealth Partners held 32 shares of Symbotic worth $1.7K as of Q1 2026.
  • ORG Wealth Partners left its Symbotic share count unchanged in Q1 2026.
  • Symbotic made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #594 holding.
  • ORG Wealth Partners first reported a position in Symbotic in Q1 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's Symbotic position peaked at $1.9K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.