CAM
SYM icon

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
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cresset Asset Management's SYM Position: Q1 2026 in Review

Cresset Asset Management reduced its Symbotic (SYM) stake by 0.63% in Q1 2026, selling an estimated $1.6K and leaving 4,385 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Cresset Asset Management first reported a position in SYM in Q4 2023 and has held it in 6 quarters since. The position peaked at $267K in Q4 2023. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Cresset Asset Management held 4,385 shares of Symbotic worth $233K as of Q1 2026.
  • Cresset Asset Management sold 28 Symbotic shares in Q1 2026, an estimated $1.6K.
  • Symbotic made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1395 holding.
  • Cresset Asset Management first reported a position in Symbotic in Q4 2023 and has held it in 6 quarters since.
  • Cresset Asset Management's Symbotic position peaked at $267K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.