World Equity Group’s Symbotic SYM Stock Holding History

World Equity Group’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	-4,175	Closed	-$225K	–	382
2025 Q3	$225K	Buy	+4,175	New	+$211K	0.05%	318

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

World Equity Group's SYM Position: Q4 2025 in Review

World Equity Group sold out of Symbotic (SYM) in Q4 2025, closing a stake of 4,175 shares — an estimated $225K sold.

World Equity Group first reported a position in SYM in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

World Equity Group reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
World Equity Group sold 4,175 Symbotic shares in Q4 2025, an estimated $225K.
World Equity Group first reported a position in Symbotic in Q3 2025 and held it in 1 quarter.
World Equity Group's Symbotic position peaked at $225K in Q3 2025.
402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.