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Cresset Asset Management’s Symbotic SYM Stock Holding History

Cresset Asset 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
2026
Q2 		– Sell
-4,385
Closed -$233K – 1835
2026
Q1 		$233K Sell
4,385
-28
-0.6% -$1.6K ﹤0.01% 1395
2025
Q4 		$263K Sell
4,413
-49
-1% -$3.24K ﹤0.01% 1361
2025
Q3 		$241K Sell
4,462
-1,913
-30% -$96.7K ﹤0.01% 1347
2025
Q2 		$248K Buy
+6,375
New +$167K ﹤0.01% 1218
2024
Q2 		– Sell
-5,302
Closed -$239K – 2168
2024
Q1 		$239K Buy
5,302
+92
+2% +$4.03K ﹤0.01% 1689
2023
Q4 		$267K Buy
+5,210
New +$228K ﹤0.01% 1544

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

Cresset Asset Management's SYM Position: Q2 2026 in Review

Cresset Asset Management sold out of Symbotic (SYM) in Q2 2026, closing a stake of 4,385 shares — an estimated $233K sold.

Cresset Asset Management first reported a position in SYM in Q4 2023 and held it in 6 quarters. The position peaked at $267K in Q4 2023. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Cresset Asset Management reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 4,385 Symbotic shares in Q2 2026, an estimated $233K.
  • Cresset Asset Management first reported a position in Symbotic in Q4 2023 and held it in 6 quarters.
  • Cresset Asset Management's Symbotic position peaked at $267K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.