Retirement Planning Company of New England’s Symbotic SYM Stock Holding History

Retirement Planning Company of New England’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	$815K	Buy	18,137 +916	+5%	+$46.7K	0.29%	95
2026 Q1	$916K	Buy	17,221 +826	+5%	+$47.3K	0.37%	78
2025 Q4	$976K	Sell	16,395 -10,189	-38%	-$673K	0.39%	71
2025 Q3	$1.43M	Sell	26,584 -5,357	-17%	-$271K	0.58%	44
2025 Q2	$1.24M	Sell	31,941 -118	-0.4%	-$3.09K	0.55%	51
2025 Q1	$648K	Buy	32,059 +4,731	+17%	+$121K	0.32%	96
2024 Q4	$648K	Sell	27,328 -1,363	-5%	-$38.7K	0.31%	97
2024 Q3	$700K	Buy	28,691 +9,140	+47%	+$248K	0.35%	87
2024 Q2	$687K	Buy	19,551 +2,786	+17%	+$113K	0.37%	78
2024 Q1	$754K	Buy	+16,765	New	+$735K	0.41%	75

Other funds holding SYM

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Retirement Planning Company of New England's SYM Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Symbotic (SYM) stake by 5.3% in Q2 2026, buying an estimated $46.7K and bringing the position to 18,137 shares worth $815K. The position accounts for 0.29% of the portfolio, ranked #95.

Retirement Planning Company of New England first reported a position in SYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.43M in Q3 2025. 233 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Retirement Planning Company of New England held 18,137 shares of Symbotic worth $815K as of Q2 2026.
Retirement Planning Company of New England bought 916 Symbotic shares in Q2 2026, an estimated $46.7K.
Symbotic made up 0.29% of Retirement Planning Company of New England's portfolio in Q2 2026, its #95 holding.
Retirement Planning Company of New England first reported a position in Symbotic in Q1 2024 and has held it in 10 quarters since.
Retirement Planning Company of New England's Symbotic position peaked at $1.43M in Q3 2025.
233 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.