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Stephens Consulting’s Symbotic SYM Stock Holding History

Stephens Consulting’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 		$1.49K Hold
25
– – ﹤0.01% 368
2025
Q3 		$1.35K Hold
25
– – ﹤0.01% 346
2025
Q2 		$972 Hold
25
– – ﹤0.01% 686
2025
Q1 		$506 Hold
25
– – ﹤0.01% 917
2024
Q4 		$593 Hold
25
– – ﹤0.01% 498
2024
Q3 		$610 Buy
+25
New +$679 ﹤0.01% 491

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 Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stephens Consulting's SYM Position: Q4 2025 in Review

Stephens Consulting held its Symbotic (SYM) position steady in Q4 2025 at 25 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Stephens Consulting first reported a position in SYM in Q3 2024 and has held it in 6 quarters since. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • Stephens Consulting held 25 shares of Symbotic worth $1.49K as of Q4 2025.
  • Stephens Consulting left its Symbotic share count unchanged in Q4 2025.
  • Symbotic made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #368 holding.
  • Stephens Consulting first reported a position in Symbotic in Q3 2024 and has held it in 6 quarters since.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.