Rise Advisors’s Symbotic SYM Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-22	Closed	-$1.19K	–	1272
2025 Q3	$1.19K	Hold	22	–	–	﹤0.01%	1255
2025 Q2	$855	Buy	+22	New	+$576	﹤0.01%	1311

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Rise Advisors's SYM Position: Q4 2025 in Review

Rise Advisors sold out of Symbotic (SYM) in Q4 2025, closing a stake of 22 shares — an estimated $1.19K sold.

Rise Advisors first reported a position in SYM in Q2 2025 and held it in 2 quarters. The position peaked at $1.19K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

Rise Advisors reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 22 Symbotic shares in Q4 2025, an estimated $1.19K.
Rise Advisors first reported a position in Symbotic in Q2 2025 and held it in 2 quarters.
Rise Advisors's Symbotic position peaked at $1.19K in Q3 2025.
402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.