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 Q2	$899	Hold	20	–	–	﹤0.01%	386
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 $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clean Yield Group's SYM Position: Q2 2026 in Review

Clean Yield Group held its Symbotic (SYM) position steady in Q2 2026 at 20 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Clean Yield Group first reported a position in SYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.19K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Clean Yield Group held 20 shares of Symbotic worth $899 as of Q2 2026.
Clean Yield Group left its Symbotic share count unchanged in Q2 2026.
Symbotic made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #386 holding.
Clean Yield Group first reported a position in Symbotic in Q3 2022 and has held it in 16 quarters since.
Clean Yield Group's Symbotic position peaked at $1.19K in Q4 2025.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.