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Wealthspire Advisors (New York)’s Symbotic SYM Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-147
Closed -$7.92K – 2680
2025
Q3 		$7.92K Buy
+147
New +$7.43K ﹤0.01% 2135

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Vanguard Group
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SSI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s SYM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Symbotic (SYM) in Q4 2025, closing a stake of 147 shares — an estimated $7.92K sold.

Wealthspire Advisors (New York) first reported a position in SYM in Q3 2025 and held it in 1 quarter. The position peaked at $7.92K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 147 Symbotic shares in Q4 2025, an estimated $7.92K.
  • Wealthspire Advisors (New York) first reported a position in Symbotic in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Symbotic position peaked at $7.92K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.