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Caitong International Asset Management’s Symbotic SYM Stock Holding History

Caitong International 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
Q2 		$24.9K Sell
553
-1,233
-69% -$62.8K ﹤0.01% 919
2026
Q1 		$95K Buy
+1,786
New +$102K 0.02% 584
2025
Q4 		– Sell
-10
Closed -$539 – 2357
2025
Q3 		$539 Sell
10
-427
-98% -$21.6K ﹤0.01% 1546
2025
Q2 		$17K Buy
437
+287
+191% +$7.52K 0.01% 554
2025
Q1 		$3.03K Buy
150
+39
+35% +$996 ﹤0.01% 1186
2024
Q4 		$2.63K Buy
+111
New +$3.15K ﹤0.01% 1135

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

Caitong International Asset Management's SYM Position: Q2 2026 in Review

Caitong International Asset Management reduced its Symbotic (SYM) stake by 69% in Q2 2026, selling an estimated $62.8K and leaving 553 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Caitong International Asset Management first reported a position in SYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $95K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Caitong International Asset Management held 553 shares of Symbotic worth $24.9K as of Q2 2026.
  • Caitong International Asset Management sold 1,233 Symbotic shares in Q2 2026, an estimated $62.8K.
  • Symbotic made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #919 holding.
  • Caitong International Asset Management first reported a position in Symbotic in Q4 2024 and has held it in 6 quarters since.
  • Caitong International Asset Management's Symbotic position peaked at $95K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.