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Strive Financial Group’s Symbotic SYM Stock Holding History

Strive Financial Group’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 		$1.44K Hold
32
– – ﹤0.01% 673
2026
Q1 		$2K Hold
32
– – ﹤0.01% 666
2025
Q4 		$1.9K Buy
+32
New +$2.11K ﹤0.01% 580

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Baillie Gifford & Co
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Vanguard Portfolio Management
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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

Strive Financial Group's SYM Position: Q2 2026 in Review

Strive Financial Group held its Symbotic (SYM) position steady in Q2 2026 at 32 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Strive Financial Group first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2K in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Strive Financial Group held 32 shares of Symbotic worth $1.44K as of Q2 2026.
  • Strive Financial Group left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #673 holding.
  • Strive Financial Group first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's Symbotic position peaked at $2K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.