TWD
SYM icon

True Wealth Design’s Symbotic SYM Stock Holding History

True Wealth Design’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 		$225 Hold
5
– – ﹤0.01% 2422
2026
Q1 		$266 Hold
5
– – ﹤0.01% 2262
2025
Q4 		$298 Sell
5
-2
-29% -$132 ﹤0.01% 2124
2025
Q3 		$378 Buy
7
+4
+133% +$202 ﹤0.01% 2096
2025
Q2 		$117 Hold
3
– – ﹤0.01% 2202
2025
Q1 		$61 Buy
+3
New +$77 ﹤0.01% 2339

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

True Wealth Design's SYM Position: Q2 2026 in Review

True Wealth Design held its Symbotic (SYM) position steady in Q2 2026 at 5 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

True Wealth Design first reported a position in SYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $378 in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • True Wealth Design held 5 shares of Symbotic worth $225 as of Q2 2026.
  • True Wealth Design left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2422 holding.
  • True Wealth Design first reported a position in Symbotic in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Symbotic position peaked at $378 in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.