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
2024
Q3 		– Sell
-1,000
Closed -$650 – 2910
2024
Q2 		$650 Buy
+1,000
New +$40.5K ﹤0.01% 2597
2024
Q1 		– Sell
-500
Closed -$1.13K – 2566
2023
Q4 		$1.13K Buy
+500
New +$21.9K ﹤0.01% 2322

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TG
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ETC
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State Street
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LPL Financial
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RIA
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Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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. 189 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.
  • 189 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.