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Prospera Financial Services’s Symbotic SYM Stock Holding History

Prospera Financial 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 		$1.36M Buy
30,191
+4,709
+18% +$240K 0.02% 647
2026
Q1 		$1.36M Sell
25,482
-1,092
-4% -$62.5K 0.02% 609
2025
Q4 		$1.58M Buy
26,574
+11,552
+77% +$763K 0.03% 542
2025
Q3 		$810K Sell
15,022
-7,146
-32% -$361K 0.01% 767
2025
Q2 		$861K Buy
+22,168
New +$581K 0.02% 711
2024
Q4 		– Sell
-19,018
Closed -$464K – 1183
2024
Q3 		$464K Buy
+19,018
New +$516K 0.01% 751

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

Prospera Financial Services's SYM Position: Q2 2026 in Review

Prospera Financial Services increased its Symbotic (SYM) stake by 18% in Q2 2026, buying an estimated $240K and bringing the position to 30,191 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #647.

Prospera Financial Services first reported a position in SYM in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Prospera Financial Services held 30,191 shares of Symbotic worth $1.36M as of Q2 2026.
  • Prospera Financial Services bought 4,709 Symbotic shares in Q2 2026, an estimated $240K.
  • Symbotic made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #647 holding.
  • Prospera Financial Services first reported a position in Symbotic in Q3 2024 and has held it in 6 quarters since.
  • Prospera Financial Services's Symbotic position peaked at $1.58M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.