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Bridgewater Associates’s Symbotic SYM Stock Holding History

Bridgewater Associates’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 		$9.42M Buy
176,987
+94,432
+114% +$5.41M 0.04% 275
2025
Q4 		$4.91M Buy
82,555
+4,935
+6% +$326K 0.02% 534
2025
Q3 		$4.18M Buy
+77,620
New +$3.92M 0.02% 530

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
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

Bridgewater Associates's SYM Position: Q1 2026 in Review

Bridgewater Associates increased its Symbotic (SYM) stake by 114% in Q1 2026, buying an estimated $5.41M and bringing the position to 176,987 shares worth $9.42M. The position accounts for 0.04% of the portfolio, ranked #275.

Bridgewater Associates first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Bridgewater Associates held 176,987 shares of Symbotic worth $9.42M as of Q1 2026.
  • Bridgewater Associates bought 94,432 Symbotic shares in Q1 2026, an estimated $5.41M.
  • Symbotic made up 0.04% of Bridgewater Associates's portfolio in Q1 2026, its #275 holding.
  • Bridgewater Associates first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.