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Ulland Investment Advisors’s Symbotic SYM Stock Holding History

Ulland Investment Advisors’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
Q3 		– Sell
-2,225
Closed -$86K – 240
2025
Q2 		$86K Buy
2,225
+700
+46% +$18.3K 0.07% 92
2025
Q1 		$31K Buy
+1,525
New +$39K 0.03% 134
2024
Q2 		– Sell
-190
Closed -$9K – 241
2024
Q1 		$9K Hold
190
– – 0.01% 182
2023
Q4 		$10K Sell
190
-400
-68% -$17.5K 0.01% 164
2023
Q3 		$20K Buy
590
+400
+211% +$16.5K 0.02% 141
2023
Q2 		$8K Buy
+190
New +$6.24K 0.01% 175

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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ulland Investment Advisors's SYM Position: Q3 2025 in Review

Ulland Investment Advisors sold out of Symbotic (SYM) in Q3 2025, closing a stake of 2,225 shares — an estimated $86K sold.

Ulland Investment Advisors first reported a position in SYM in Q2 2023 and held it in 6 quarters. The position peaked at $86K in Q2 2025. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Ulland Investment Advisors reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 2,225 Symbotic shares in Q3 2025, an estimated $86K.
  • Ulland Investment Advisors first reported a position in Symbotic in Q2 2023 and held it in 6 quarters.
  • Ulland Investment Advisors's Symbotic position peaked at $86K in Q2 2025.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Ulland Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.