Wealthfront Advisers’s Symbotic SYM Stock Holding History

Wealthfront Advisers’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 Q1	$3.79M	Buy	71,248 +44,676	+168%	+$2.56M	0.01%	479
2025 Q4	$1.58M	Buy	+26,572	New	+$1.75M	﹤0.01%	629

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers's SYM Position: Q1 2026 in Review

Wealthfront Advisers increased its Symbotic (SYM) stake by 168% in Q1 2026, buying an estimated $2.56M and bringing the position to 71,248 shares worth $3.79M. The position accounts for 0.01% of the portfolio, ranked #479.

Wealthfront Advisers first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Wealthfront Advisers held 71,248 shares of Symbotic worth $3.79M as of Q1 2026.
Wealthfront Advisers bought 44,676 Symbotic shares in Q1 2026, an estimated $2.56M.
Symbotic made up 0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #479 holding.
Wealthfront Advisers first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.