Proactive Wealth Strategies
SYM icon

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
Q3 		$1.9M Sell
45,144
-1,030
-2% -$43.4K 0.29% 80
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

Walmart Inc
Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Proactive Wealth Strategies's SYM Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Symbotic (SYM) stake by 2.2% in Q3 2026, selling an estimated $43.4K and leaving 45,144 shares worth $1.9M. The position accounts for 0.29% of the portfolio, ranked #80.

Proactive Wealth Strategies first reported a position in SYM in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.2M in Q1 2026. 239 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Proactive Wealth Strategies held 45,144 shares of Symbotic worth $1.9M as of Q3 2026.
  • Proactive Wealth Strategies sold 1,030 Symbotic shares in Q3 2026, an estimated $43.4K.
  • Symbotic made up 0.29% of Proactive Wealth Strategies's portfolio in Q3 2026, its #80 holding.
  • Proactive Wealth Strategies first reported a position in Symbotic in Q4 2025 and has held it in 4 quarters since.
  • Proactive Wealth Strategies's Symbotic position peaked at $2.2M in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.