Baird Financial Group
SYM icon

Baird Financial Group’s Symbotic SYM Stock Holding History

Baird Financial Group’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 		$1.08M Buy
23,929
+502
+2% +$25.6K ﹤0.01% 1309
2026
Q1 		$1.25M Buy
23,427
+1,875
+9% +$107K ﹤0.01% 1201
2025
Q4 		$1.28M Sell
21,552
-9,580
-31% -$633K ﹤0.01% 1169
2025
Q3 		$1.68M Sell
31,132
-23,264
-43% -$1.18M ﹤0.01% 1108
2025
Q2 		$2.11M Sell
54,396
-25,248
-32% -$661K ﹤0.01% 999
2025
Q1 		$1.61M Buy
79,644
+21,304
+37% +$544K ﹤0.01% 1029
2024
Q4 		$1.38M Sell
58,340
-12,950
-18% -$368K ﹤0.01% 1081
2024
Q3 		$1.74M Sell
71,290
-25,884
-27% -$703K ﹤0.01% 1004
2024
Q2 		$3.42M Buy
97,174
+5,478
+6% +$222K 0.01% 787
2024
Q1 		$4.13M Buy
91,696
+28,659
+45% +$1.26M 0.01% 723
2023
Q4 		$3.24M Buy
63,037
+1,014
+2% +$44.5K 0.01% 796
2023
Q3 		$2.07M Buy
62,023
+30,398
+96% +$1.25M 0.01% 892
2023
Q2 		$1.35M Buy
+31,625
New +$1.04M ﹤0.01% 1022

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

Baird Financial Group's SYM Position: Q2 2026 in Review

Baird Financial Group increased its Symbotic (SYM) stake by 2.1% in Q2 2026, buying an estimated $25.6K and bringing the position to 23,929 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Baird Financial Group first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.13M in Q1 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Baird Financial Group held 23,929 shares of Symbotic worth $1.08M as of Q2 2026.
  • Baird Financial Group bought 502 Symbotic shares in Q2 2026, an estimated $25.6K.
  • Symbotic made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1309 holding.
  • Baird Financial Group first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • Baird Financial Group's Symbotic position peaked at $4.13M in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.