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Bosun Asset Management’s Symbotic SYM Stock Holding History

Bosun 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
2025
Q3 		– Sell
-18,752
Closed -$729K – 178
2025
Q2 		$729K Buy
+18,752
New +$491K 0.22% 108
2025
Q1 		– Sell
-9,561
Closed -$227K – 229
2024
Q4 		$227K Sell
9,561
-11,000
-53% -$313K 0.1% 176
2024
Q3 		$501K Sell
20,561
-5,090
-20% -$138K 0.24% 114
2024
Q2 		$902K Sell
25,651
-5,164
-17% -$209K 0.53% 49
2024
Q1 		$1.39M Buy
+30,815
New +$1.35M 0.79% 29

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bosun Asset Management's SYM Position: Q3 2025 in Review

Bosun Asset Management sold out of Symbotic (SYM) in Q3 2025, closing a stake of 18,752 shares — an estimated $729K sold.

Bosun Asset Management first reported a position in SYM in Q1 2024 and held it in 5 quarters. The position peaked at $1.39M in Q1 2024. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Bosun Asset Management reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
  • Bosun Asset Management sold 18,752 Symbotic shares in Q3 2025, an estimated $729K.
  • Bosun Asset Management first reported a position in Symbotic in Q1 2024 and held it in 5 quarters.
  • Bosun Asset Management's Symbotic position peaked at $1.39M in Q1 2024.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Bosun Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.