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Empowered Funds’s Symbotic SYM Stock Holding History

Empowered Funds’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 		$2.31M Buy
51,281
+17,887
+54% +$912K 0.01% 1106
2026
Q1 		$1.78M Buy
33,394
+5,437
+19% +$311K 0.01% 1165
2025
Q4 		$1.66M Sell
27,957
-3,793
-12% -$250K 0.03% 538
2025
Q3 		$1.71M Buy
31,750
+3,763
+13% +$190K 0.02% 989
2025
Q2 		$1.09M Buy
+27,987
New +$733K 0.01% 1046

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

Empowered Funds's SYM Position: Q2 2026 in Review

Empowered Funds increased its Symbotic (SYM) stake by 54% in Q2 2026, buying an estimated $912K and bringing the position to 51,281 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #1106.

Empowered Funds first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Empowered Funds held 51,281 shares of Symbotic worth $2.31M as of Q2 2026.
  • Empowered Funds bought 17,887 Symbotic shares in Q2 2026, an estimated $912K.
  • Symbotic made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1106 holding.
  • Empowered Funds first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.