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David Shaw’s Symbotic SYM Stock Holding History

David Shaw’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 		$246K Sell
5,478
-243,032
-98% -$12.4M ﹤0.01% 4489
2026
Q1 		$13.2M Buy
248,510
+193,458
+351% +$11.1M 0.01% 1412
2025
Q4 		$3.28M Buy
55,052
+45,077
+452% +$2.98M ﹤0.01% 2660
2025
Q3 		$538K Sell
9,975
-408,367
-98% -$20.6M ﹤0.01% 3831
2025
Q2 		$16.3M Buy
+418,342
New +$11M 0.01% 1162
2024
Q3 		– Sell
-62,980
Closed -$1.71M – 4879
2024
Q2 		$2.21M Buy
+62,980
New +$2.55M ﹤0.01% 2568
2024
Q1 		– Sell
-120,407
Closed -$5.28M – 4722
2023
Q4 		$6.18M Buy
120,407
+89,234
+286% +$3.91M 0.01% 1741
2023
Q3 		$1.04M Buy
31,173
+14,584
+88% +$600K ﹤0.01% 3033
2023
Q2 		$710K Buy
+16,589
New +$545K ﹤0.01% 3258
2022
Q2 		– Sell
-412,106
Closed -$4.08M – 5764
2022
Q1 		$4.08M Hold
412,106
– – ﹤0.01% 2554
2021
Q4 		$4.12M Buy
412,106
+139,082
+51% +$1.38M ﹤0.01% 2600
2021
Q3 		$2.68M Buy
273,024
+171,896
+170% +$1.69M ﹤0.01% 2733
2021
Q2 		$1M Buy
101,128
+81,128
+406% +$818K ﹤0.01% 3532
2021
Q1 		$202K Buy
+20,000
New +$205K ﹤0.01% 3852

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

David Shaw's SYM Position: Q2 2026 in Review

David Shaw reduced its Symbotic (SYM) stake by 98% in Q2 2026, selling an estimated $12.4M and leaving 5,478 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #4489.

David Shaw first reported a position in SYM in Q1 2021 and has held it in 14 quarters since. The position peaked at $16.3M in Q2 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • David Shaw held 5,478 shares of Symbotic worth $246K as of Q2 2026.
  • David Shaw sold 243,032 Symbotic shares in Q2 2026, an estimated $12.4M.
  • Symbotic made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4489 holding.
  • David Shaw first reported a position in Symbotic in Q1 2021 and has held it in 14 quarters since.
  • David Shaw's Symbotic position peaked at $16.3M in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.