RDA Financial Network’s Symbotic SYM Stock Holding History

RDA Financial Network’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 Q1	–	Sell	-3,639	Closed	-$217K	–	292
2025 Q4	$217K	Sell	3,639 -2,138	-37%	-$141K	0.05%	248
2025 Q3	$311K	Buy	+5,777	New	+$292K	0.08%	204

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RDA Financial Network's SYM Position: Q1 2026 in Review

RDA Financial Network sold out of Symbotic (SYM) in Q1 2026, closing a stake of 3,639 shares — an estimated $217K sold.

RDA Financial Network first reported a position in SYM in Q3 2025 and held it in 2 quarters. The position peaked at $311K in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

RDA Financial Network reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
RDA Financial Network sold 3,639 Symbotic shares in Q1 2026, an estimated $217K.
RDA Financial Network first reported a position in Symbotic in Q3 2025 and held it in 2 quarters.
RDA Financial Network's Symbotic position peaked at $311K in Q3 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on RDA Financial Network's 13F filing for Q1 2026, filed 8 Apr 2026.