A
SYM icon

AlphaQuest’s Symbotic SYM Stock Holding History

AlphaQuest’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 		– Sell
-2,059
Closed -$123K – 1844
2025
Q4 		$123K Sell
2,059
-460
-18% -$30.4K 0.01% 1666
2025
Q3 		$136K Buy
2,519
+287
+13% +$14.5K 0.01% 1590
2025
Q2 		$86.7K Sell
2,232
-568
-20% -$14.9K 0.01% 1476
2025
Q1 		$56.6K Buy
2,800
+2,131
+319% +$54.4K 0.01% 1494
2024
Q4 		$15.9K Sell
669
-1,854
-73% -$52.7K ﹤0.01% 1443
2024
Q3 		$61.5K Buy
2,523
+2,510
+19,308% +$68.1K 0.01% 1374
2024
Q2 		$457 Sell
13
-14
-52% -$566 ﹤0.01% 1424
2024
Q1 		$1.22K Buy
+27
New +$1.18K ﹤0.01% 1294

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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AlphaQuest's SYM Position: Q1 2026 in Review

AlphaQuest sold out of Symbotic (SYM) in Q1 2026, closing a stake of 2,059 shares — an estimated $123K sold.

AlphaQuest first reported a position in SYM in Q1 2024 and held it in 8 quarters. The position peaked at $136K in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • AlphaQuest reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 2,059 Symbotic shares in Q1 2026, an estimated $123K.
  • AlphaQuest first reported a position in Symbotic in Q1 2024 and held it in 8 quarters.
  • AlphaQuest's Symbotic position peaked at $136K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.