Wealth Enhancement Advisory Services
SYM icon

Wealth Enhancement Advisory Services’s Symbotic SYM Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$329K Sell
7,824
-660
-8% -$27.8K ﹤0.01% 3258
2026
Q2 		$370K Buy
8,484
+3,574
+73% +$182K ﹤0.01% 2992
2026
Q1 		$262K Sell
4,910
-1,731
-26% -$99.1K ﹤0.01% 2906
2025
Q4 		$468K Buy
6,641
+1,372
+26% +$90.6K ﹤0.01% 2528
2025
Q3 		$361K Sell
5,269
-5,422
-51% -$274K ﹤0.01% 2631
2025
Q2 		$512K Sell
10,691
-2,594
-20% -$67.9K ﹤0.01% 2208
2025
Q1 		$268K Buy
13,285
+1,357
+11% +$34.7K ﹤0.01% 2534
2024
Q4 		$283K Sell
11,928
-831
-7% -$23.6K ﹤0.01% 2426
2024
Q3 		$311K Sell
12,759
-3,049
-19% -$82.8K ﹤0.01% 2152
2024
Q2 		$556K Sell
15,808
-1,733
-10% -$70.1K ﹤0.01% 1589
2024
Q1 		$789K Sell
17,541
-2,145
-11% -$94K ﹤0.01% 1343
2023
Q4 		$1.01M Buy
19,686
+5,664
+40% +$248K ﹤0.01% 1170
2023
Q3 		$469K Buy
+14,022
New +$577K ﹤0.01% 1465

Other funds holding SYM

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's SYM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Symbotic (SYM) stake by 7.8% in Q3 2026, selling an estimated $27.8K and leaving 7,824 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3258.

Wealth Enhancement Advisory Services first reported a position in SYM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2023. 18 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,824 shares of Symbotic worth $329K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 660 Symbotic shares in Q3 2026, an estimated $27.8K.
  • Symbotic made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3258 holding.
  • Wealth Enhancement Advisory Services first reported a position in Symbotic in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Symbotic position peaked at $1.01M in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.