CFO
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CVA Family Office’s Symbotic SYM Stock Holding History

CVA Family Office’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 		$270 Sell
6
-7
-54% -$357 ﹤0.01% 1760
2026
Q1 		$692 Buy
+13
New +$744 ﹤0.01% 1710
2025
Q2 		– Sell
-24
Closed -$485 – 1442
2025
Q1 		$485 Hold
24
– – ﹤0.01% 1286
2024
Q4 		$569 Hold
24
– – ﹤0.01% 1197
2024
Q3 		$585 Buy
+24
New +$652 ﹤0.01% 1169

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

CVA Family Office's SYM Position: Q2 2026 in Review

CVA Family Office reduced its Symbotic (SYM) stake by 54% in Q2 2026, selling an estimated $357 and leaving 6 shares worth $270. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

CVA Family Office first reported a position in SYM in Q3 2024 and has held it in 5 quarters since. The position peaked at $692 in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • CVA Family Office held 6 shares of Symbotic worth $270 as of Q2 2026.
  • CVA Family Office sold 7 Symbotic shares in Q2 2026, an estimated $357.
  • Symbotic made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1760 holding.
  • CVA Family Office first reported a position in Symbotic in Q3 2024 and has held it in 5 quarters since.
  • CVA Family Office's Symbotic position peaked at $692 in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.