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Covestor’s Symbotic SYM Stock Holding History

Covestor’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 		– Sell
-159
Closed -$8.1K – 2829
2026
Q1 		$8K Buy
+159
New +$9.1K 0.01% 1617

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

Covestor's SYM Position: Q2 2026 in Review

Covestor sold out of Symbotic (SYM) in Q2 2026, closing a stake of 159 shares — an estimated $8.1K sold.

Covestor first reported a position in SYM in Q1 2026 and held it in 1 quarter. The position peaked at $8K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Covestor reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Covestor sold 159 Symbotic shares in Q2 2026, an estimated $8.1K.
  • Covestor first reported a position in Symbotic in Q1 2026 and held it in 1 quarter.
  • Covestor's Symbotic position peaked at $8K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.