American Trust’s Symbotic SYM Stock Holding History

American Trust’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
2025 Q3	–	Sell	-5,401	Closed	-$210K	–	354
2025 Q2	$210K	Buy	+5,401	New	+$141K	0.02%	277

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Trust's SYM Position: Q3 2025 in Review

American Trust sold out of Symbotic (SYM) in Q3 2025, closing a stake of 5,401 shares — an estimated $210K sold.

American Trust first reported a position in SYM in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

American Trust reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
American Trust sold 5,401 Symbotic shares in Q3 2025, an estimated $210K.
American Trust first reported a position in Symbotic in Q2 2025 and held it in 1 quarter.
American Trust's Symbotic position peaked at $210K in Q2 2025.
335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on American Trust's 13F filing for Q3 2025, filed 17 Nov 2025.