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
Q1 		$19.6M Sell
369,100
-66,000
-15% -$3.78M ﹤0.01% 2365
2025
Q4 		$25.9M Sell
435,100
-1,060,700
-71% -$70M ﹤0.01% 2067
2025
Q3 		$80.6M Buy
1,495,800
+1,169,800
+359% +$59.1M 0.01% 1003
2025
Q2 		$12.7M Buy
326,000
+59,900
+23% +$1.57M ﹤0.01% 2717
2025
Q1 		$5.38M Sell
266,100
-126,600
-32% -$3.23M ﹤0.01% 3747
2024
Q4 		$9.31M Sell
392,700
-65,100
-14% -$1.85M ﹤0.01% 3077
2024
Q3 		$11.2M Buy
457,800
+231,600
+102% +$6.29M ﹤0.01% 2735
2024
Q2 		$7.95M Buy
226,200
+1,900
+0.8% +$76.9K ﹤0.01% 3072
2024
Q1 		$10.1M Buy
224,300
+78,900
+54% +$3.46M ﹤0.01% 2946
2023
Q4 		$7.46M Buy
145,400
+111,400
+328% +$4.88M ﹤0.01% 3226
2023
Q3 		$1.14M Buy
34,000
+12,600
+59% +$518K ﹤0.01% 6308
2023
Q2 		$916K Buy
+21,400
New +$703K ﹤0.01% 6643
2023
Q1 		– Sell
-700
Closed -$8.36K – 15497
2022
Q4 		$8.36K Sell
700
-39,700
-98% -$463K ﹤0.01% 13753
2022
Q3 		$465K Buy
+40,400
New +$594K ﹤0.01% 8627

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors's SYM Position: Q1 2026 in Review

Citadel Advisors reduced its Symbotic (SYM) stake by 25% in Q1 2026, selling an estimated $11.8M and leaving 626,465 shares worth $33.3M. The position accounts for 0.01% of the portfolio, ranked #1746.

Citadel Advisors first reported a position in SYM in Q1 2021 and has held it in 13 quarters since. The position peaked at $49.5M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Citadel Advisors held 626,465 shares of Symbotic worth $33.3M as of Q1 2026.
  • Citadel Advisors sold 205,544 Symbotic shares in Q1 2026, an estimated $11.8M.
  • Symbotic made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1746 holding.
  • Citadel Advisors first reported a position in Symbotic in Q1 2021 and has held it in 13 quarters since.
  • Citadel Advisors's Symbotic position peaked at $49.5M in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.