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Steward Partners Investment Advisory’s Symbotic SYM Stock Holding History

Steward Partners Investment Advisory’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 		$1.9M Buy
42,192
+3,375
+9% +$172K 0.01% 949
2026
Q1 		$2.07M Sell
38,817
-2,705
-7% -$155K 0.01% 842
2025
Q4 		$2.47M Buy
41,522
+6,154
+17% +$406K 0.01% 705
2025
Q3 		$1.91M Buy
35,368
+2,562
+8% +$129K 0.01% 793
2025
Q2 		$1.27M Buy
32,806
+1,700
+5% +$44.5K 0.01% 885
2025
Q1 		$629K Buy
31,106
+2,725
+10% +$69.6K 0.01% 1118
2024
Q4 		$673K Sell
28,381
-807
-3% -$22.9K 0.01% 1029
2024
Q3 		$712K Buy
29,188
+246
+0.8% +$6.68K 0.01% 978
2024
Q2 		$1.02M Buy
28,942
+4,557
+19% +$184K 0.01% 805
2024
Q1 		$1.1M Buy
24,385
+7,111
+41% +$312K 0.01% 754
2023
Q4 		$887K Buy
17,274
+11,550
+202% +$506K 0.01% 777
2023
Q3 		$191K Buy
5,724
+3,943
+221% +$162K ﹤0.01% 1307
2023
Q2 		$76.2K Buy
1,781
+420
+31% +$13.8K ﹤0.01% 1712
2023
Q1 		$31.1K Hold
1,361
– – ﹤0.01% 2066
2022
Q4 		$16.3K Hold
1,361
– – ﹤0.01% 2342
2022
Q3 		$16K Buy
+1,361
New +$20K ﹤0.01% 2326

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

Steward Partners Investment Advisory's SYM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Symbotic (SYM) stake by 8.7% in Q2 2026, buying an estimated $172K and bringing the position to 42,192 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #949.

Steward Partners Investment Advisory first reported a position in SYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.47M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Steward Partners Investment Advisory held 42,192 shares of Symbotic worth $1.9M as of Q2 2026.
  • Steward Partners Investment Advisory bought 3,375 Symbotic shares in Q2 2026, an estimated $172K.
  • Symbotic made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #949 holding.
  • Steward Partners Investment Advisory first reported a position in Symbotic in Q3 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's Symbotic position peaked at $2.47M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.