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Advisors Asset Management’s Symbotic SYM Stock Holding History

Advisors 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 		$3.38M Buy
75,109
+2,945
+4% +$150K 0.05% 464
2026
Q1 		$3.84M Buy
72,164
+2,950
+4% +$169K 0.06% 397
2025
Q4 		$4.12M Buy
69,214
+12,990
+23% +$858K 0.07% 372
2025
Q3 		$3.03M Buy
56,224
+5,287
+10% +$267K 0.05% 472
2025
Q2 		$1.98M Buy
50,937
+15,676
+44% +$411K 0.04% 573
2025
Q1 		$713K Buy
35,261
+9,459
+37% +$242K 0.01% 851
2024
Q4 		$612K Buy
25,802
+14,933
+137% +$424K 0.01% 885
2024
Q3 		$265K Buy
10,869
+2,544
+31% +$69.1K ﹤0.01% 1061
2024
Q2 		$293K Buy
8,325
+5,585
+204% +$226K 0.01% 1031
2024
Q1 		$123K Buy
2,740
+284
+12% +$12.4K ﹤0.01% 1191
2023
Q4 		$126K Buy
2,456
+224
+10% +$9.82K ﹤0.01% 1175
2023
Q3 		$74.6K Buy
2,232
+859
+63% +$35.3K ﹤0.01% 1228
2023
Q2 		$58.8K Buy
1,373
+604
+79% +$19.8K ﹤0.01% 1261
2023
Q1 		$17.6K Buy
769
+427
+125% +$7.14K ﹤0.01% 1390
2022
Q4 		$4.08K Buy
+342
New +$3.98K ﹤0.01% 1466

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Advisors Asset Management increased its Symbotic (SYM) stake by 4.1% in Q2 2026, buying an estimated $150K and bringing the position to 75,109 shares worth $3.38M. The position accounts for 0.05% of the portfolio, ranked #464.

Advisors Asset Management first reported a position in SYM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.12M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Advisors Asset Management held 75,109 shares of Symbotic worth $3.38M as of Q2 2026.
  • Advisors Asset Management bought 2,945 Symbotic shares in Q2 2026, an estimated $150K.
  • Symbotic made up 0.05% of Advisors Asset Management's portfolio in Q2 2026, its #464 holding.
  • Advisors Asset Management first reported a position in Symbotic in Q4 2022 and has held it in 15 quarters since.
  • Advisors Asset Management's Symbotic position peaked at $4.12M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.