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Elo Mutual Pension Insurance’s Symbotic SYM Stock Holding History

Elo Mutual Pension Insurance’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 		$1.09M Hold
24,292
– – 0.01% 494
2026
Q1 		$1.29M Buy
+24,292
New +$1.39M 0.02% 450

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Baillie Gifford & Co
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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

Elo Mutual Pension Insurance's SYM Position: Q2 2026 in Review

Elo Mutual Pension Insurance held its Symbotic (SYM) position steady in Q2 2026 at 24,292 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #494.

Elo Mutual Pension Insurance first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.29M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Elo Mutual Pension Insurance held 24,292 shares of Symbotic worth $1.09M as of Q2 2026.
  • Elo Mutual Pension Insurance left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #494 holding.
  • Elo Mutual Pension Insurance first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Elo Mutual Pension Insurance's Symbotic position peaked at $1.29M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.