Clean Yield Group’s Symbotic SYM Stock Holding History

Clean Yield Group’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	$1.06K	Hold	20	–	–	﹤0.01%	373
2025 Q4	$1.19K	Hold	20	–	–	﹤0.01%	391
2025 Q3	$1.08K	Hold	20	–	–	﹤0.01%	395
2025 Q2	$777	Hold	20	–	–	﹤0.01%	384
2025 Q1	$404	Hold	20	–	–	﹤0.01%	428
2024 Q4	$474	Hold	20	–	–	﹤0.01%	446
2024 Q3	$488	Hold	20	–	–	﹤0.01%	461
2024 Q2	$703	Hold	20	–	–	﹤0.01%	355
2024 Q1	$900	Hold	20	–	–	﹤0.01%	369
2023 Q4	$1.03K	Hold	20	–	–	﹤0.01%	355
2023 Q3	$837	Hold	20	–	–	﹤0.01%	363
2023 Q2	$856	Hold	20	–	–	﹤0.01%	388
2023 Q1	$457	Hold	20	–	–	﹤0.01%	411
2022 Q4	$239	Hold	20	–	–	﹤0.01%	446
2022 Q3	$0	Buy	+20	New	+$294	﹤0.01%	481

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clean Yield Group's SYM Position: Q1 2026 in Review

Clean Yield Group held its Symbotic (SYM) position steady in Q1 2026 at 20 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Clean Yield Group first reported a position in SYM in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.19K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Clean Yield Group held 20 shares of Symbotic worth $1.06K as of Q1 2026.
Clean Yield Group left its Symbotic share count unchanged in Q1 2026.
Symbotic made up ﹤0.01% of Clean Yield Group's portfolio in Q1 2026, its #373 holding.
Clean Yield Group first reported a position in Symbotic in Q3 2022 and has held it in 15 quarters since.
Clean Yield Group's Symbotic position peaked at $1.19K in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.