Engineers Gate Manager’s Symbotic SYM Stock Holding History

Engineers Gate Manager’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	$2.56M	Buy	56,930 +46,936	+470%	+$2.39M	0.03%	592
2026 Q1	$532K	Buy	+9,994	New	+$572K	0.01%	1380
2025 Q4	–	Sell	-44,239	Closed	-$2.38M	–	2535
2025 Q3	$2.38M	Buy	+44,239	New	+$2.24M	0.03%	678
2025 Q2	–	Sell	-30,384	Closed	-$614K	–	2529
2025 Q1	$614K	Buy	30,384 +8,710	+40%	+$222K	0.01%	1348
2024 Q4	$514K	Buy	21,674 +11,968	+123%	+$340K	0.01%	1408
2024 Q3	$237K	Sell	9,706 -8,967	-48%	-$243K	﹤0.01%	1737
2024 Q2	$657K	Buy	18,673 +185	+1%	+$7.48K	0.01%	1091
2024 Q1	$832K	Sell	18,488 -20,620	-53%	-$903K	0.02%	929
2023 Q4	$2.01M	Buy	+39,108	New	+$1.71M	0.06%	472

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Engineers Gate Manager's SYM Position: Q2 2026 in Review

Engineers Gate Manager increased its Symbotic (SYM) stake by 470% in Q2 2026, buying an estimated $2.39M and bringing the position to 56,930 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #592.

Engineers Gate Manager first reported a position in SYM in Q4 2023 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Engineers Gate Manager held 56,930 shares of Symbotic worth $2.56M as of Q2 2026.
Engineers Gate Manager bought 46,936 Symbotic shares in Q2 2026, an estimated $2.39M.
Symbotic made up 0.03% of Engineers Gate Manager's portfolio in Q2 2026, its #592 holding.
Engineers Gate Manager first reported a position in Symbotic in Q4 2023 and has held it in 9 quarters since.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.