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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 		– Sell
-59,900
Closed -$3.19M – 5212
2026
Q1 		$3.19M Sell
59,900
-184,200
-75% -$10.5M ﹤0.01% 2535
2025
Q4 		$14.5M Sell
244,100
-73,900
-23% -$4.88M 0.01% 1448
2025
Q3 		$17.1M Buy
318,000
+311,400
+4,718% +$15.7M 0.01% 1292
2025
Q2 		$256K Sell
6,600
-6,700
-50% -$175K ﹤0.01% 3954
2025
Q1 		$269K Sell
13,300
-34,600
-72% -$884K ﹤0.01% 3813
2024
Q4 		$1.14M Buy
47,900
+1,600
+3% +$45.5K ﹤0.01% 3129
2024
Q3 		$1.13M Buy
46,300
+12,000
+35% +$326K ﹤0.01% 3191
2024
Q2 		$1.21M Sell
34,300
-91,800
-73% -$3.71M ﹤0.01% 3060
2024
Q1 		$5.67M Buy
126,100
+59,700
+90% +$2.62M ﹤0.01% 1798
2023
Q4 		$3.41M Buy
+66,400
New +$2.91M ﹤0.01% 2238

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.