SWM
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SHP Wealth Management’s Symbotic SYM Stock Holding History

SHP 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 		$28.7K Buy
639
+76
+13% +$3.87K ﹤0.01% 689
2026
Q1 		$30K Buy
563
+363
+182% +$20.8K ﹤0.01% 616
2025
Q4 		$11.9K Buy
+200
New +$13.2K ﹤0.01% 789

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

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

SHP Wealth Management increased its Symbotic (SYM) stake by 13% in Q2 2026, buying an estimated $3.87K and bringing the position to 639 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

SHP Wealth Management first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $30K in Q1 2026. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • SHP Wealth Management held 639 shares of Symbotic worth $28.7K as of Q2 2026.
  • SHP Wealth Management bought 76 Symbotic shares in Q2 2026, an estimated $3.87K.
  • Symbotic made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #689 holding.
  • SHP Wealth Management first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Symbotic position peaked at $30K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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