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 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 Tokyo, Japan $11.4B AUM 27.91% 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SHP Wealth Management's SYM Position: Q1 2026 in Review

SHP Wealth Management increased its Symbotic (SYM) stake by 182% in Q1 2026, buying an estimated $20.8K and bringing the position to 563 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

SHP Wealth Management first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

SHP Wealth Management held 563 shares of Symbotic worth $30K as of Q1 2026.
SHP Wealth Management bought 363 Symbotic shares in Q1 2026, an estimated $20.8K.
Symbotic made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #616 holding.
SHP Wealth Management first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.