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Private Advisor Group’s Symbotic SYM Stock Holding History

Private Advisor Group’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 		$993K Buy
22,083
+2,826
+15% +$144K ﹤0.01% 1383
2026
Q1 		$1.02M Buy
19,257
+2,070
+12% +$119K ﹤0.01% 1397
2025
Q4 		$1.02M Buy
17,187
+10,996
+178% +$726K ﹤0.01% 1396
2025
Q3 		$334K Buy
6,191
+992
+19% +$50.1K ﹤0.01% 2016
2025
Q2 		$202K Buy
+5,199
New +$136K ﹤0.01% 2231

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

Private Advisor Group's SYM Position: Q2 2026 in Review

Private Advisor Group increased its Symbotic (SYM) stake by 15% in Q2 2026, buying an estimated $144K and bringing the position to 22,083 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Private Advisor Group first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Private Advisor Group held 22,083 shares of Symbotic worth $993K as of Q2 2026.
  • Private Advisor Group bought 2,826 Symbotic shares in Q2 2026, an estimated $144K.
  • Symbotic made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1383 holding.
  • Private Advisor Group first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Private Advisor Group's Symbotic position peaked at $1.02M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.