Citadel Advisors
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Citadel Advisors’s Symbotic SYM Stock Holding History

Citadel 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 		$11.5M Sell
255,657
-370,808
-59% -$18.9M ﹤0.01% 3361
2026
Q1 		$33.3M Sell
626,465
-205,544
-25% -$11.8M 0.01% 1746
2025
Q4 		$49.5M Buy
+832,009
New +$54.9M 0.01% 1423
2025
Q2 		– Sell
-149,869
Closed -$3.93M – 15012
2025
Q1 		$3.03M Sell
149,869
-180,055
-55% -$4.6M ﹤0.01% 4753
2024
Q4 		$7.82M Buy
329,924
+225,544
+216% +$6.41M ﹤0.01% 3287
2024
Q3 		$2.55M Sell
104,380
-937,229
-90% -$25.4M ﹤0.01% 5066
2024
Q2 		$36.6M Buy
1,041,609
+775,230
+291% +$31.4M 0.01% 1414
2024
Q1 		$12M Buy
266,379
+125,772
+89% +$5.51M ﹤0.01% 2695
2023
Q4 		$7.22M Buy
140,607
+91,733
+188% +$4.02M ﹤0.01% 3280
2023
Q3 		$1.63M Buy
48,874
+48,439
+11,135% +$1.99M ﹤0.01% 5580
2023
Q2 		$18.6K Buy
+435
New +$14.3K ﹤0.01% 12789
2021
Q4 		– Sell
-107,785
Closed -$1.06M – 14735
2021
Q3 		$1.06M Sell
107,785
-144,990
-57% -$1.42M ﹤0.01% 8005
2021
Q2 		$2.51M Buy
252,775
+2,775
+1% +$28K ﹤0.01% 6028
2021
Q1 		$2.52M Buy
+250,000
New +$2.56M ﹤0.01% 5853

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

Citadel Advisors's SYM Position: Q2 2026 in Review

Citadel Advisors reduced its Symbotic (SYM) stake by 59% in Q2 2026, selling an estimated $18.9M and leaving 255,657 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

Citadel Advisors first reported a position in SYM in Q1 2021 and has held it in 14 quarters since. The position peaked at $49.5M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Citadel Advisors held 255,657 shares of Symbotic worth $11.5M as of Q2 2026.
  • Citadel Advisors sold 370,808 Symbotic shares in Q2 2026, an estimated $18.9M.
  • Symbotic made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #3361 holding.
  • Citadel Advisors first reported a position in Symbotic in Q1 2021 and has held it in 14 quarters since.
  • Citadel Advisors's Symbotic position peaked at $49.5M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.