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Blueshift Asset Management’s Symbotic SYM Stock Holding History

Blueshift 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
Q1 		$477K Buy
8,974
+1,421
+19% +$81.4K 0.14% 212
2025
Q4 		$449K Buy
+7,553
New +$499K 0.13% 242

Other funds holding SYM

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WI
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blueshift Asset Management's SYM Position: Q1 2026 in Review

Blueshift Asset Management increased its Symbotic (SYM) stake by 19% in Q1 2026, buying an estimated $81.4K and bringing the position to 8,974 shares worth $477K. The position accounts for 0.14% of the portfolio, ranked #212.

Blueshift Asset Management first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Blueshift Asset Management held 8,974 shares of Symbotic worth $477K as of Q1 2026.
  • Blueshift Asset Management bought 1,421 Symbotic shares in Q1 2026, an estimated $81.4K.
  • Symbotic made up 0.14% of Blueshift Asset Management's portfolio in Q1 2026, its #212 holding.
  • Blueshift Asset Management first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Blueshift Asset Management's 13F filing for Q1 2026, filed 14 May 2026.