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Bouvel Investment Partners’s Symbotic SYM Stock Holding History

Bouvel Investment Partners’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 		$2.07M Buy
45,983
+57
+0.1% +$2.9K 0.47% 63
2026
Q1 		$2.44M Buy
45,926
+1,644
+4% +$94.1K 0.71% 49
2025
Q4 		$2.63M Sell
44,282
-197
-0.4% -$13K 0.76% 48
2025
Q3 		$2.4M Buy
44,479
+336
+0.8% +$17K 0.73% 53
2025
Q2 		$1.71M Buy
+44,143
New +$1.16M 0.58% 55
2025
Q1 		– Sell
-44,539
Closed -$1.06M – 83
2024
Q4 		$1.06M Buy
+44,539
New +$1.27M 0.38% 63

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

Bouvel Investment Partners's SYM Position: Q2 2026 in Review

Bouvel Investment Partners increased its Symbotic (SYM) stake by 0.12% in Q2 2026, buying an estimated $2.9K and bringing the position to 45,983 shares worth $2.07M. The position accounts for 0.47% of the portfolio, ranked #63.

Bouvel Investment Partners first reported a position in SYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.63M in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Bouvel Investment Partners held 45,983 shares of Symbotic worth $2.07M as of Q2 2026.
  • Bouvel Investment Partners bought 57 Symbotic shares in Q2 2026, an estimated $2.9K.
  • Symbotic made up 0.47% of Bouvel Investment Partners's portfolio in Q2 2026, its #63 holding.
  • Bouvel Investment Partners first reported a position in Symbotic in Q4 2024 and has held it in 6 quarters since.
  • Bouvel Investment Partners's Symbotic position peaked at $2.63M in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.