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
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

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

Wealth Enhancement Advisory Services's SYM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Symbotic (SYM) stake by 73% in Q2 2026, buying an estimated $182K and bringing the position to 8,484 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Wealth Enhancement Advisory Services first reported a position in SYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2023. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,484 shares of Symbotic worth $370K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,574 Symbotic shares in Q2 2026, an estimated $182K.
  • Symbotic made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2992 holding.
  • Wealth Enhancement Advisory Services first reported a position in Symbotic in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Symbotic position peaked at $1.01M in Q4 2023.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.