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Root Financial Partners’s Symbotic SYM Stock Holding History

Root Financial Partners’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 		$1.17K Buy
22
+14
+175% +$801 ﹤0.01% 2546
2025
Q4 		$476 Hold
8
– – ﹤0.01% 2215
2025
Q3 		$431 Buy
+8
New +$404 ﹤0.01% 2161

Other funds holding SYM

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WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Root Financial Partners's SYM Position: Q1 2026 in Review

Root Financial Partners increased its Symbotic (SYM) stake by 175% in Q1 2026, buying an estimated $801 and bringing the position to 22 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2546.

Root Financial Partners first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Root Financial Partners held 22 shares of Symbotic worth $1.17K as of Q1 2026.
  • Root Financial Partners bought 14 Symbotic shares in Q1 2026, an estimated $801.
  • Symbotic made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2546 holding.
  • Root Financial Partners first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.