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Broadleaf Partners’s Symbotic SYM Stock Holding History

Broadleaf 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 		$1.71M Buy
+37,978
New +$1.94M 0.33% 43

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JP Morgan Chase
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Ameriprise
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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

Broadleaf Partners's SYM Position: Q2 2026 in Review

Broadleaf Partners opened a new position in Symbotic (SYM) in Q2 2026: 37,978 shares worth $1.71M. The stake represents 0.33% of the portfolio and ranks #43 among its holdings.

417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Broadleaf Partners held 37,978 shares of Symbotic worth $1.71M as of Q2 2026.
  • Symbotic was a new Broadleaf Partners position in Q2 2026.
  • Symbotic made up 0.33% of Broadleaf Partners's portfolio in Q2 2026, its #43 holding.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.