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Blue Trust Inc’s Symbotic SYM Stock Holding History

Blue Trust Inc’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 		$225 Buy
+5
New +$255 ﹤0.01% 2391
2026
Q1 		– Sell
-17
Closed -$1.01K – 2672
2025
Q4 		$1.01K Buy
+17
New +$1.12K ﹤0.01% 2283

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WI
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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

Blue Trust Inc's SYM Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Symbotic (SYM) in Q2 2026: 5 shares worth $225. The stake represents ﹤0.01% of the portfolio and ranks #2391 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in SYM as recently as Q4 2025.

Blue Trust Inc first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.01K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Blue Trust Inc held 5 shares of Symbotic worth $225 as of Q2 2026.
  • Symbotic was a new Blue Trust Inc position in Q2 2026.
  • Symbotic made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2391 holding.
  • Blue Trust Inc first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
  • Blue Trust Inc's Symbotic position peaked at $1.01K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.