Balyasny Asset Management
SYM icon

Balyasny Asset Management’s Symbotic SYM Stock Holding History

Balyasny Asset 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 		$998K Sell
22,208
-62,255
-74% -$3.17M ﹤0.01% 2212
2026
Q1 		$4.49M Buy
84,463
+78,860
+1,407% +$4.51M 0.01% 1408
2025
Q4 		$333K Sell
5,603
-30,022
-84% -$1.98M ﹤0.01% 2693
2025
Q3 		$1.92M Sell
35,625
-58,620
-62% -$2.96M ﹤0.01% 1816
2025
Q2 		$3.66M Buy
94,245
+24,824
+36% +$650K 0.01% 1439
2025
Q1 		$1.4M Buy
69,421
+33,373
+93% +$852K ﹤0.01% 1856
2024
Q4 		$855K Sell
36,048
-332,140
-90% -$9.44M ﹤0.01% 2000
2024
Q3 		$8.98M Buy
+368,188
New +$10M 0.01% 1007
2024
Q1 		– Sell
-39,438
Closed -$2.02M – 3102
2023
Q4 		$2.02M Sell
39,438
-1,840
-4% -$80.7K ﹤0.01% 1452
2023
Q3 		$1.38M Buy
+41,278
New +$1.7M ﹤0.01% 1484

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

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

Balyasny Asset Management reduced its Symbotic (SYM) stake by 74% in Q2 2026, selling an estimated $3.17M and leaving 22,208 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Balyasny Asset Management first reported a position in SYM in Q3 2023 and has held it in 10 quarters since. The position peaked at $8.98M in Q3 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Balyasny Asset Management held 22,208 shares of Symbotic worth $998K as of Q2 2026.
  • Balyasny Asset Management sold 62,255 Symbotic shares in Q2 2026, an estimated $3.17M.
  • Symbotic made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2212 holding.
  • Balyasny Asset Management first reported a position in Symbotic in Q3 2023 and has held it in 10 quarters since.
  • Balyasny Asset Management's Symbotic position peaked at $8.98M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.