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Proactive Wealth Strategies’s Symbotic SYM Stock Holding History

Proactive Wealth Strategies’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 		$2.08M Buy
46,174
+4,840
+12% +$247K 0.33% 77
2026
Q1 		$2.2M Buy
41,334
+26,549
+180% +$1.52M 0.41% 64
2025
Q4 		$880K Buy
+14,785
New +$976K 0.35% 71

Other funds holding SYM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Proactive Wealth Strategies's SYM Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Symbotic (SYM) stake by 12% in Q2 2026, buying an estimated $247K and bringing the position to 46,174 shares worth $2.08M. The position accounts for 0.33% of the portfolio, ranked #77.

Proactive Wealth Strategies first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.2M in Q1 2026. 206 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Proactive Wealth Strategies held 46,174 shares of Symbotic worth $2.08M as of Q2 2026.
  • Proactive Wealth Strategies bought 4,840 Symbotic shares in Q2 2026, an estimated $247K.
  • Symbotic made up 0.33% of Proactive Wealth Strategies's portfolio in Q2 2026, its #77 holding.
  • Proactive Wealth Strategies first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Proactive Wealth Strategies's Symbotic position peaked at $2.2M in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.