1832 Asset Management’s Symbotic SYM Stock Holding History

1832 Asset 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
2026 Q2	–	Sell	-44,100	Closed	-$2.35M	–	703
2026 Q1	$2.35M	Buy	44,100 +35,100	+390%	+$2.01M	﹤0.01%	497
2025 Q4	$536K	Hold	9,000	–	–	﹤0.01%	620
2025 Q3	$485K	Sell	9,000 -42,000	-82%	-$2.12M	﹤0.01%	614
2025 Q2	$1.98M	Buy	+51,000	New	+$1.34M	﹤0.01%	496
2024 Q1	–	Sell	-1,055,400	Closed	-$54.2M	–	946
2023 Q4	$54.2M	Buy	1,055,400 +690,900	+190%	+$30.3M	0.08%	172
2023 Q3	$12.2M	Buy	364,500 +249,300	+216%	+$10.3M	0.02%	305
2023 Q2	$4.93M	Buy	+115,200	New	+$3.78M	0.01%	388

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

1832 Asset Management's SYM Position: Q2 2026 in Review

1832 Asset Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 44,100 shares — an estimated $2.35M sold.

1832 Asset Management first reported a position in SYM in Q2 2023 and held it in 7 quarters. The position peaked at $54.2M in Q4 2023. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

1832 Asset Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
1832 Asset Management sold 44,100 Symbotic shares in Q2 2026, an estimated $2.35M.
1832 Asset Management first reported a position in Symbotic in Q2 2023 and held it in 7 quarters.
1832 Asset Management's Symbotic position peaked at $54.2M in Q4 2023.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.