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Strategic Advocates’s Symbotic SYM Stock Holding History

Strategic Advocates’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 		$31.5K Hold
700
– – 0.12% 108
2026
Q1 		$37.2K Sell
700
-70
-9% -$4.01K 0.16% 92
2025
Q4 		$46.4K Hold
770
– – 0.01% 207
2025
Q3 		$41.5K Buy
+770
New +$38.9K 0.01% 217

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

Strategic Advocates's SYM Position: Q2 2026 in Review

Strategic Advocates held its Symbotic (SYM) position steady in Q2 2026 at 700 shares worth $31.5K. The position accounts for 0.12% of the portfolio, ranked #108.

Strategic Advocates first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $46.4K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Strategic Advocates held 700 shares of Symbotic worth $31.5K as of Q2 2026.
  • Strategic Advocates left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.12% of Strategic Advocates's portfolio in Q2 2026, its #108 holding.
  • Strategic Advocates first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Strategic Advocates's Symbotic position peaked at $46.4K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.