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Plante Moran Financial Advisors’s Symbotic SYM Stock Holding History

Plante Moran Financial 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
2025
Q3 		– Sell
-17
Closed -$660 – 862
2025
Q2 		$660 Hold
17
– – ﹤0.01% 713
2025
Q1 		$344 Hold
17
– – ﹤0.01% 761
2024
Q4 		$403 Buy
+17
New +$483 ﹤0.01% 871

Other funds holding SYM

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WI
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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Plante Moran Financial Advisors's SYM Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Symbotic (SYM) in Q3 2025, closing a stake of 17 shares — an estimated $660 sold.

Plante Moran Financial Advisors first reported a position in SYM in Q4 2024 and held it in 3 quarters. The position peaked at $660 in Q2 2025. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 17 Symbotic shares in Q3 2025, an estimated $660.
  • Plante Moran Financial Advisors first reported a position in Symbotic in Q4 2024 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Symbotic position peaked at $660 in Q2 2025.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.