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D.A. Davidson & Co’s Symbotic SYM Stock Holding History

D.A. Davidson & Co’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 		$410K Buy
9,120
+1,798
+25% +$91.6K ﹤0.01% 1274
2026
Q1 		$390K Buy
+7,322
New +$419K ﹤0.01% 1260
2025
Q4 		– Sell
-6,332
Closed -$341K – 1607
2025
Q3 		$341K Buy
+6,332
New +$320K ﹤0.01% 1263
2024
Q3 		– Sell
-31,468
Closed -$1.11M – 1441
2024
Q2 		$1.11M Buy
31,468
+3,643
+13% +$147K 0.01% 702
2024
Q1 		$1.25M Buy
+27,825
New +$1.22M 0.01% 664

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

D.A. Davidson & Co's SYM Position: Q2 2026 in Review

D.A. Davidson & Co increased its Symbotic (SYM) stake by 25% in Q2 2026, buying an estimated $91.6K and bringing the position to 9,120 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

D.A. Davidson & Co first reported a position in SYM in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • D.A. Davidson & Co held 9,120 shares of Symbotic worth $410K as of Q2 2026.
  • D.A. Davidson & Co bought 1,798 Symbotic shares in Q2 2026, an estimated $91.6K.
  • Symbotic made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1274 holding.
  • D.A. Davidson & Co first reported a position in Symbotic in Q1 2024 and has held it in 5 quarters since.
  • D.A. Davidson & Co's Symbotic position peaked at $1.25M in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.