CI Investments Inc
SYM icon

CI Investments Inc’s Symbotic SYM Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-120
Closed -$6K – 1185
2025
Q3 		$6K Buy
120
+46
+62% +$2.33K ﹤0.01% 1255
2025
Q2 		$3K Sell
74
-3
-4% -$79 ﹤0.01% 1283
2025
Q1 		$2K Buy
+77
New +$1.97K ﹤0.01% 1299
2024
Q4 		– Sell
-66
Closed -$2K – 1339
2024
Q3 		$2K Buy
66
+1
+2% +$27 ﹤0.01% 1268
2024
Q2 		$2K Sell
65
-26
-29% -$1.05K ﹤0.01% 1251
2024
Q1 		$4K Buy
+91
New +$3.99K ﹤0.01% 1271

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CI Investments Inc's SYM Position: Q4 2025 in Review

CI Investments Inc sold out of Symbotic (SYM) in Q4 2025, closing a stake of 120 shares — an estimated $6K sold.

CI Investments Inc first reported a position in SYM in Q1 2024 and held it in 6 quarters. The position peaked at $6K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • CI Investments Inc reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 120 Symbotic shares in Q4 2025, an estimated $6K.
  • CI Investments Inc first reported a position in Symbotic in Q1 2024 and held it in 6 quarters.
  • CI Investments Inc's Symbotic position peaked at $6K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.