Adage Capital Partners
SYM icon

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
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

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SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Adage Capital Partners's SYM Position: Q1 2026 in Review

Adage Capital Partners opened a new position in Symbotic (SYM) in Q1 2026: 150,440 shares worth $8M. The stake represents 0.01% of the portfolio and ranks #730 among its holdings. This is a return to the name: Adage Capital Partners previously reported a position in SYM as recently as Q3 2024.

Adage Capital Partners first reported a position in SYM in Q2 2022 and has held it in 9 quarters since. The position peaked at $21M in Q2 2024. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Adage Capital Partners held 150,440 shares of Symbotic worth $8M as of Q1 2026.
  • Symbotic was a new Adage Capital Partners position in Q1 2026.
  • Symbotic made up 0.01% of Adage Capital Partners's portfolio in Q1 2026, its #730 holding.
  • Adage Capital Partners first reported a position in Symbotic in Q2 2022 and has held it in 9 quarters since.
  • Adage Capital Partners's Symbotic position peaked at $21M in Q2 2024.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.