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

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WI
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SSI
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Vanguard Group
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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return