UIA
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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 $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $47.4B AUM 59.58% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return