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Aster Capital Management’s Symbotic SYM Stock Holding History

Aster 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 		$159K Buy
+3,546
New +$181K 0.03% 443
2026
Q1 		– Sell
-1,690
Closed -$101K – 1303
2025
Q4 		$101K Buy
+1,690
New +$112K 0.04% 346
2025
Q1 		– Sell
-927
Closed -$22K – 1647
2024
Q4 		$22K Buy
927
+516
+126% +$14.7K 0.01% 619
2024
Q3 		$10K Buy
+411
New +$11.2K ﹤0.01% 811

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

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

Aster Capital Management opened a new position in Symbotic (SYM) in Q2 2026: 3,546 shares worth $159K. The stake represents 0.03% of the portfolio and ranks #443 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in SYM as recently as Q4 2025.

Aster Capital Management first reported a position in SYM in Q3 2024 and has held it in 4 quarters since. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Aster Capital Management held 3,546 shares of Symbotic worth $159K as of Q2 2026.
  • Symbotic was a new Aster Capital Management position in Q2 2026.
  • Symbotic made up 0.03% of Aster Capital Management's portfolio in Q2 2026, its #443 holding.
  • Aster Capital Management first reported a position in Symbotic in Q3 2024 and has held it in 4 quarters since.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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