Asset Management One
SYM icon

Asset Management One’s Symbotic SYM Stock Holding History

Asset Management One’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 		$543K Hold
12,070
– – ﹤0.01% 814
2026
Q1 		$642K Buy
+12,070
New +$691K ﹤0.01% 781
2025
Q4 		– Sell
-2,942
Closed -$159K – 979
2025
Q3 		$159K Buy
+2,942
New +$149K ﹤0.01% 889
2024
Q3 		– Sell
-2,367
Closed -$83.2K – 997
2024
Q2 		$83.2K Buy
+2,367
New +$95.8K ﹤0.01% 911

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

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

Asset Management One held its Symbotic (SYM) position steady in Q2 2026 at 12,070 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Asset Management One first reported a position in SYM in Q2 2024 and has held it in 4 quarters since. The position peaked at $642K in Q1 2026. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Asset Management One held 12,070 shares of Symbotic worth $543K as of Q2 2026.
  • Asset Management One left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Asset Management One's portfolio in Q2 2026, its #814 holding.
  • Asset Management One first reported a position in Symbotic in Q2 2024 and has held it in 4 quarters since.
  • Asset Management One's Symbotic position peaked at $642K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.