Adage Capital Partners’s Symbotic SYM Stock Holding History

Adage Capital Partners’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	$7.74M	Buy	172,081 +21,641	+14%	+$1.1M	0.01%	758
2026 Q1	$8M	Buy	+150,440	New	+$8.61M	0.01%	730
2024 Q4	–	Sell	-415,000	Closed	-$10.1M	–	955
2024 Q3	$10.1M	Sell	415,000 -183,000	-31%	-$4.97M	0.02%	600
2024 Q2	$21M	Buy	598,000 +528,592	+762%	+$21.4M	0.04%	419
2024 Q1	$3.12M	Buy	69,408 +29,408	+74%	+$1.29M	0.01%	744
2023 Q4	$2.05M	Sell	40,000 -54,150	-58%	-$2.37M	﹤0.01%	741
2023 Q3	$3.15M	Buy	+94,150	New	+$3.87M	0.01%	713
2023 Q1	–	Sell	-650,000	Closed	-$7.76M	–	991
2022 Q4	$7.76M	Sell	650,000 -372,714	-36%	-$4.34M	0.02%	695
2022 Q3	$11.8M	Sell	1,022,714 -464,686	-31%	-$6.84M	0.03%	591
2022 Q2	$16.3M	Buy	+1,487,400	New	+$16.3M	0.04%	517

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

Adage Capital Partners's SYM Position: Q2 2026 in Review

Adage Capital Partners increased its Symbotic (SYM) stake by 14% in Q2 2026, buying an estimated $1.1M and bringing the position to 172,081 shares worth $7.74M. The position accounts for 0.01% of the portfolio, ranked #758.

Adage Capital Partners first reported a position in SYM in Q2 2022 and has held it in 10 quarters since. The position peaked at $21M in Q2 2024. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Adage Capital Partners held 172,081 shares of Symbotic worth $7.74M as of Q2 2026.
Adage Capital Partners bought 21,641 Symbotic shares in Q2 2026, an estimated $1.1M.
Symbotic made up 0.01% of Adage Capital Partners's portfolio in Q2 2026, its #758 holding.
Adage Capital Partners first reported a position in Symbotic in Q2 2022 and has held it in 10 quarters since.
Adage Capital Partners's Symbotic position peaked at $21M in Q2 2024.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.