Algert Global’s Symbotic SYM Stock Holding History

Algert Global’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	$3.08M	Buy	68,630 +13,962	+26%	+$712K	0.04%	716
2026 Q1	$2.91M	Buy	54,668 +24,578	+82%	+$1.41M	0.04%	606
2025 Q4	$1.79M	Buy	30,090 +24,650	+453%	+$1.63M	0.03%	733
2025 Q3	$293K	Buy	+5,440	New	+$275K	﹤0.01%	1002

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

Algert Global's SYM Position: Q2 2026 in Review

Algert Global increased its Symbotic (SYM) stake by 26% in Q2 2026, buying an estimated $712K and bringing the position to 68,630 shares worth $3.08M. The position accounts for 0.04% of the portfolio, ranked #716.

Algert Global first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Algert Global held 68,630 shares of Symbotic worth $3.08M as of Q2 2026.
Algert Global bought 13,962 Symbotic shares in Q2 2026, an estimated $712K.
Symbotic made up 0.04% of Algert Global's portfolio in Q2 2026, its #716 holding.
Algert Global first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.