WWM
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Wolff Wiese Magana’s Symbotic SYM Stock Holding History

Wolff Wiese Magana’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 		$36K Buy
800
+500
+167% +$25.5K 0.02% 280
2026
Q1 		$16K Hold
300
– – 0.01% 367
2025
Q4 		$17.9K Hold
300
– – 0.01% 331
2025
Q3 		$16.2K Buy
+300
New +$15.2K 0.01% 359
2024
Q4 		– Sell
-191
Closed -$4.66K – 1012
2024
Q3 		$4.66K Sell
191
-150
-44% -$4.07K ﹤0.01% 589
2024
Q2 		$12K Buy
341
+186
+120% +$7.53K 0.01% 294
2024
Q1 		$6.97K Sell
155
-4,480
-97% -$196K 0.01% 343
2023
Q4 		$238K Buy
+4,635
New +$203K 0.23% 73

Other funds holding SYM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Wolff Wiese Magana's SYM Position: Q2 2026 in Review

Wolff Wiese Magana increased its Symbotic (SYM) stake by 167% in Q2 2026, buying an estimated $25.5K and bringing the position to 800 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #280.

Wolff Wiese Magana first reported a position in SYM in Q4 2023 and has held it in 8 quarters since. The position peaked at $238K in Q4 2023. 189 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Wolff Wiese Magana held 800 shares of Symbotic worth $36K as of Q2 2026.
  • Wolff Wiese Magana bought 500 Symbotic shares in Q2 2026, an estimated $25.5K.
  • Symbotic made up 0.02% of Wolff Wiese Magana's portfolio in Q2 2026, its #280 holding.
  • Wolff Wiese Magana first reported a position in Symbotic in Q4 2023 and has held it in 8 quarters since.
  • Wolff Wiese Magana's Symbotic position peaked at $238K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.