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Aquatic Capital Management’s Symbotic SYM Stock Holding History

Aquatic Capital 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 		– Sell
-126,521
Closed -$6.73M – 1713
2026
Q1 		$6.73M Buy
126,521
+8,386
+7% +$480K 0.19% 134
2025
Q4 		$7.03M Buy
118,135
+78,728
+200% +$5.2M 0.2% 124
2025
Q3 		$2.12M Buy
+39,407
New +$1.99M 0.04% 472

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

Aquatic Capital Management's SYM Position: Q2 2026 in Review

Aquatic Capital Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 126,521 shares — an estimated $6.73M sold.

Aquatic Capital Management first reported a position in SYM in Q3 2025 and held it in 3 quarters. The position peaked at $7.03M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Aquatic Capital Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 126,521 Symbotic shares in Q2 2026, an estimated $6.73M.
  • Aquatic Capital Management first reported a position in Symbotic in Q3 2025 and held it in 3 quarters.
  • Aquatic Capital Management's Symbotic position peaked at $7.03M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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