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Strengthening Families & Communities LLC’s Symbotic SYM Stock Holding History

Strengthening Families & Communities LLC’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
Q2 		– Sell
-1,165
Closed -$41K – 435
2025
Q1 		$41K Buy
+1,165
New +$29.8K 0.03% 173
2024
Q3 		– Sell
-1,165
Closed -$41K – 610
2024
Q2 		$41K Buy
+1,165
New +$47.1K 0.01% 269

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SSI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strengthening Families & Communities LLC's SYM Position: Q2 2025 in Review

Strengthening Families & Communities LLC sold out of Symbotic (SYM) in Q2 2025, closing a stake of 1,165 shares — an estimated $41K sold.

Strengthening Families & Communities LLC first reported a position in SYM in Q2 2024 and held it in 2 quarters. The position peaked at $41K in Q2 2024. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Strengthening Families & Communities LLC reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 1,165 Symbotic shares in Q2 2025, an estimated $41K.
  • Strengthening Families & Communities LLC first reported a position in Symbotic in Q2 2024 and held it in 2 quarters.
  • Strengthening Families & Communities LLC's Symbotic position peaked at $41K in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2025, filed 24 Jul 2025.