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Toth Financial Advisory’s Symbotic SYM Stock Holding History

Toth Financial 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 		$15.1K Hold
335
– – ﹤0.01% 539
2026
Q1 		$17.8K Hold
335
– – ﹤0.01% 500
2025
Q4 		$19.9K Hold
335
– – ﹤0.01% 482
2025
Q3 		$18.1K Buy
335
+270
+415% +$13.6K ﹤0.01% 476
2025
Q2 		$2.53K Buy
+65
New +$1.7K ﹤0.01% 617
2024
Q2 		– Sell
-6,700
Closed -$302K – 787
2024
Q1 		$302K Buy
+6,700
New +$294K 0.04% 186

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

Toth Financial Advisory's SYM Position: Q2 2026 in Review

Toth Financial Advisory held its Symbotic (SYM) position steady in Q2 2026 at 335 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Toth Financial Advisory first reported a position in SYM in Q1 2024 and has held it in 6 quarters since. The position peaked at $302K in Q1 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Toth Financial Advisory held 335 shares of Symbotic worth $15.1K as of Q2 2026.
  • Toth Financial Advisory left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #539 holding.
  • Toth Financial Advisory first reported a position in Symbotic in Q1 2024 and has held it in 6 quarters since.
  • Toth Financial Advisory's Symbotic position peaked at $302K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.