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Dmitry Balyasny’s Symbotic SYM Stock Holding History

Dmitry Balyasny’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
-10,100
Closed -$601K – 3505
2025
Q4 		$601K Hold
10,100
– – ﹤0.01% 2440
2025
Q3 		$544K Sell
10,100
-23,900
-70% -$1.21M ﹤0.01% 2363
2025
Q2 		$1.32M Sell
34,000
-40,600
-54% -$1.06M ﹤0.01% 1935
2025
Q1 		$1.51M Buy
+74,600
New +$1.91M ﹤0.01% 1832

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

Dmitry Balyasny's SYM Position: Q2 2026 in Review

Dmitry Balyasny reduced its Symbotic (SYM) stake by 74% in Q2 2026, selling an estimated $3.17M and leaving 22,208 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Dmitry Balyasny first reported a position in SYM in Q3 2023 and has held it in 10 quarters since. The position peaked at $8.98M in Q3 2024. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Dmitry Balyasny held 22,208 shares of Symbotic worth $998K as of Q2 2026.
  • Dmitry Balyasny sold 62,255 Symbotic shares in Q2 2026, an estimated $3.17M.
  • Symbotic made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2212 holding.
  • Dmitry Balyasny first reported a position in Symbotic in Q3 2023 and has held it in 10 quarters since.
  • Dmitry Balyasny's Symbotic position peaked at $8.98M in Q3 2024.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.