Ensign Peak Advisors
SYM icon

Ensign Peak Advisors’s Symbotic SYM Stock Holding History

Ensign Peak Advisors’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 		$2M Sell
44,456
-1,050
-2% -$53.5K ﹤0.01% 738
2026
Q1 		$2.42M Buy
45,506
+2,548
+6% +$146K ﹤0.01% 671
2025
Q4 		$2.56M Sell
42,958
-158,783
-79% -$10.5M ﹤0.01% 656
2025
Q3 		$10.9M Sell
201,741
-21,400
-10% -$1.08M 0.02% 438
2025
Q2 		$8.67M Buy
223,141
+25,136
+13% +$658K 0.01% 511
2025
Q1 		$4M Buy
198,005
+140,498
+244% +$3.59M 0.01% 686
2024
Q4 		$1.36M Sell
57,507
-149,983
-72% -$4.26M ﹤0.01% 1134
2024
Q3 		$5.06M Buy
207,490
+13,812
+7% +$375K 0.01% 622
2024
Q2 		$6.81M Buy
193,678
+188,475
+3,622% +$7.63M 0.01% 553
2024
Q1 		$234K Buy
+5,203
New +$228K ﹤0.01% 1701

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

Ensign Peak Advisors's SYM Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Symbotic (SYM) stake by 2.3% in Q2 2026, selling an estimated $53.5K and leaving 44,456 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Ensign Peak Advisors first reported a position in SYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.9M in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Ensign Peak Advisors held 44,456 shares of Symbotic worth $2M as of Q2 2026.
  • Ensign Peak Advisors sold 1,050 Symbotic shares in Q2 2026, an estimated $53.5K.
  • Symbotic made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #738 holding.
  • Ensign Peak Advisors first reported a position in Symbotic in Q1 2024 and has held it in 10 quarters since.
  • Ensign Peak Advisors's Symbotic position peaked at $10.9M in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.