Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Symbotic SYM Stock Holding History

Cambridge Investment Research Advisors’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 		$997K Buy
22,180
+1,802
+9% +$91.8K ﹤0.01% 2325
2026
Q1 		$1.08M Sell
20,378
-2,172
-10% -$124K ﹤0.01% 2105
2025
Q4 		$1.34M Sell
22,550
-2,150
-9% -$142K ﹤0.01% 1879
2025
Q3 		$1.33M Sell
24,700
-6,987
-22% -$353K ﹤0.01% 1826
2025
Q2 		$1.23M Buy
31,687
+16,029
+102% +$420K ﹤0.01% 1795
2025
Q1 		$316K Buy
15,658
+2,737
+21% +$69.9K ﹤0.01% 2823
2024
Q4 		$306K Buy
12,921
+3,818
+42% +$109K ﹤0.01% 2814
2024
Q3 		$222K Buy
+9,103
New +$247K ﹤0.01% 3066

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

Cambridge Investment Research Advisors's SYM Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Symbotic (SYM) stake by 8.8% in Q2 2026, buying an estimated $91.8K and bringing the position to 22,180 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Cambridge Investment Research Advisors first reported a position in SYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.34M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Cambridge Investment Research Advisors held 22,180 shares of Symbotic worth $997K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,802 Symbotic shares in Q2 2026, an estimated $91.8K.
  • Symbotic made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2325 holding.
  • Cambridge Investment Research Advisors first reported a position in Symbotic in Q3 2024 and has held it in 8 quarters since.
  • Cambridge Investment Research Advisors's Symbotic position peaked at $1.34M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.