Physician Wealth Advisors’s Symbotic SYM Stock Holding History

Physician Wealth 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 Q1	–	Sell	-8	Closed	-$476	–	2226
2025 Q4	$476	Buy	+8	New	+$528	﹤0.01%	1909

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Physician Wealth Advisors's SYM Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Symbotic (SYM) in Q1 2026, closing a stake of 8 shares — an estimated $476 sold.

Physician Wealth Advisors first reported a position in SYM in Q4 2025 and held it in 1 quarter. The position peaked at $476 in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Physician Wealth Advisors reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 8 Symbotic shares in Q1 2026, an estimated $476.
Physician Wealth Advisors first reported a position in Symbotic in Q4 2025 and held it in 1 quarter.
Physician Wealth Advisors's Symbotic position peaked at $476 in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.