Cloud Capital Management’s Symbotic SYM Stock Holding History

Cloud Capital Management’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	-2	Closed	–	–	1329
2025 Q3	$0	Buy	+2	New	+$101	﹤0.01%	1485

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

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 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Cloud Capital Management's SYM Position: Q4 2025 in Review

Cloud Capital Management sold out of Symbotic (SYM) in Q4 2025, closing a stake of 2 shares.

Cloud Capital Management first reported a position in SYM in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

Cloud Capital Management reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 2 Symbotic shares in Q4 2025.
Cloud Capital Management first reported a position in Symbotic in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Symbotic position peaked at $0 in Q3 2025.
402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.