RWM
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Rialto Wealth Management’s Symbotic SYM Stock Holding History

Rialto Wealth Management’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 		$5.39K Hold
120
– – ﹤0.01% 712
2026
Q1 		$6.38K Hold
120
– – ﹤0.01% 536
2025
Q4 		$7.14K Hold
120
– – ﹤0.01% 487
2025
Q3 		$6.47K Hold
120
– – ﹤0.01% 466
2025
Q2 		$4.66K Hold
120
– – ﹤0.01% 473
2025
Q1 		$2.43K Hold
120
– – ﹤0.01% 501
2024
Q4 		$2.85K Buy
+120
New +$3.41K ﹤0.01% 475

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

Rialto Wealth Management's SYM Position: Q2 2026 in Review

Rialto Wealth Management held its Symbotic (SYM) position steady in Q2 2026 at 120 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Rialto Wealth Management first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.14K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Rialto Wealth Management held 120 shares of Symbotic worth $5.39K as of Q2 2026.
  • Rialto Wealth Management left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #712 holding.
  • Rialto Wealth Management first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Symbotic position peaked at $7.14K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.