Wealthfront Advisers
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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
Q2 		$1.8M Sell
40,016
-31,232
-44% -$1.59M ﹤0.01% 631
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
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

Wealthfront Advisers's SYM Position: Q2 2026 in Review

Wealthfront Advisers reduced its Symbotic (SYM) stake by 44% in Q2 2026, selling an estimated $1.59M and leaving 40,016 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Wealthfront Advisers first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.79M in Q1 2026. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Wealthfront Advisers held 40,016 shares of Symbotic worth $1.8M as of Q2 2026.
  • Wealthfront Advisers sold 31,232 Symbotic shares in Q2 2026, an estimated $1.59M.
  • Symbotic made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #631 holding.
  • Wealthfront Advisers first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Wealthfront Advisers's Symbotic position peaked at $3.79M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.