WWM
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Western Wealth Management’s Symbotic SYM Stock Holding History

Western Wealth Management’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
Q2 		– Sell
-11,450
Closed -$231K – 747
2025
Q1 		$231K Sell
11,450
-900
-7% -$23K 0.02% 606
2024
Q4 		$293K Sell
12,350
-3,200
-21% -$90.9K 0.02% 532
2024
Q3 		$379K Sell
15,550
-300
-2% -$8.14K 0.02% 527
2024
Q2 		$557K Sell
15,850
-1,300
-8% -$52.6K 0.04% 344
2024
Q1 		$772K Buy
+17,150
New +$751K 0.06% 269

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WI
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Baillie Gifford & Co
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Western Wealth Management's SYM Position: Q2 2025 in Review

Western Wealth Management sold out of Symbotic (SYM) in Q2 2025, closing a stake of 11,450 shares — an estimated $231K sold.

Western Wealth Management first reported a position in SYM in Q1 2024 and held it in 5 quarters. The position peaked at $772K in Q1 2024. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Western Wealth Management reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 11,450 Symbotic shares in Q2 2025, an estimated $231K.
  • Western Wealth Management first reported a position in Symbotic in Q1 2024 and held it in 5 quarters.
  • Western Wealth Management's Symbotic position peaked at $772K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.