Axa
SYM icon

Axa’s Symbotic SYM Stock Holding History

Axa’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
-276,751
Closed -$10.8M – 906
2025
Q2 		$10.8M Sell
276,751
-81,688
-23% -$2.14M 0.03% 392
2025
Q1 		$7.24M Sell
358,439
-9,047
-2% -$231K 0.02% 454
2024
Q4 		$8.71M Sell
367,486
-8,548
-2% -$243K 0.03% 407
2024
Q3 		$9.17M Sell
376,034
-4,160
-1% -$113K 0.03% 406
2024
Q2 		$13.4M Sell
380,194
-7,296
-2% -$295K 0.04% 340
2024
Q1 		$17.4M Buy
+387,490
New +$17M 0.05% 311

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Axa's SYM Position: Q3 2025 in Review

Axa sold out of Symbotic (SYM) in Q3 2025, closing a stake of 276,751 shares — an estimated $10.8M sold.

Axa first reported a position in SYM in Q1 2024 and held it in 6 quarters. The position peaked at $17.4M in Q1 2024. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Axa reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
  • Axa sold 276,751 Symbotic shares in Q3 2025, an estimated $10.8M.
  • Axa first reported a position in Symbotic in Q1 2024 and held it in 6 quarters.
  • Axa's Symbotic position peaked at $17.4M in Q1 2024.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.