PWPS
SYM icon

Pinnacle Wealth Planning Services’s Symbotic SYM Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.48K Hold
33
– – ﹤0.01% 2528
2026
Q1 		$1.76K Hold
33
– – ﹤0.01% 2464
2025
Q4 		$1.96K Buy
+33
New +$2.18K ﹤0.01% 2487

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

Pinnacle Wealth Planning Services's SYM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Symbotic (SYM) position steady in Q2 2026 at 33 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Pinnacle Wealth Planning Services first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.96K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 33 shares of Symbotic worth $1.48K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2528 holding.
  • Pinnacle Wealth Planning Services first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Symbotic position peaked at $1.96K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.