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 Q1	–	Sell	-400	Closed	-$23.8K	–	1781
2025 Q4	$23.8K	Hold	400	–	–	﹤0.01%	1642
2025 Q3	$21.6K	Hold	400	–	–	﹤0.01%	1557
2025 Q2	$15.5K	Buy	+400	New	+$10.5K	﹤0.01%	1419

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

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. 419 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.
419 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.