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BluePath Capital Management’s Symbotic SYM Stock Holding History

BluePath Capital 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 		$1M Buy
+22,306
New +$1.14M 0.55% 73
2023
Q4 		– Sell
-2,800
Closed -$93.6K – 290
2023
Q3 		$93.6K Buy
+2,800
New +$115K 0.09% 152

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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

BluePath Capital Management's SYM Position: Q2 2026 in Review

BluePath Capital Management opened a new position in Symbotic (SYM) in Q2 2026: 22,306 shares worth $1M. The stake represents 0.55% of the portfolio and ranks #73 among its holdings. This is a return to the name: BluePath Capital Management previously reported a position in SYM as recently as Q3 2023.

BluePath Capital Management first reported a position in SYM in Q3 2023 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • BluePath Capital Management held 22,306 shares of Symbotic worth $1M as of Q2 2026.
  • Symbotic was a new BluePath Capital Management position in Q2 2026.
  • Symbotic made up 0.55% of BluePath Capital Management's portfolio in Q2 2026, its #73 holding.
  • BluePath Capital Management first reported a position in Symbotic in Q3 2023 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.