Wealthcare Advisory Partners’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SYM
WI
Wealthcare Advisory Partners's SYM Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its Symbotic (SYM) stake by 42% in Q2 2026, buying an estimated $102K and bringing the position to 6,792 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #871.
Wealthcare Advisory Partners first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.
- Wealthcare Advisory Partners held 6,792 shares of Symbotic worth $305K as of Q2 2026.
- Wealthcare Advisory Partners bought 2,005 Symbotic shares in Q2 2026, an estimated $102K.
- Symbotic made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #871 holding.
- Wealthcare Advisory Partners first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
- 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.