Envestnet Asset Management’s Symbotic SYM Stock Holding History

Envestnet Asset Management’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	$1.12M	Buy	25,013 +5,406	+28%	+$276K	﹤0.01%	3559
2026 Q1	$1.04M	Buy	19,607 +14,366	+274%	+$822K	﹤0.01%	3450
2025 Q4	$312K	Sell	5,241 -9,056	-63%	-$598K	﹤0.01%	4017
2025 Q3	$771K	Buy	+14,297	New	+$723K	﹤0.01%	3482
2025 Q2	–	Sell	-22,118	Closed	-$447K	–	4552
2025 Q1	$447K	Buy	22,118 +3,576	+19%	+$91.3K	﹤0.01%	3696
2024 Q4	$440K	Sell	18,542 -958	-5%	-$27.2K	﹤0.01%	3653
2024 Q3	$476K	Sell	19,500 -12,432	-39%	-$338K	﹤0.01%	3561
2024 Q2	$1.12M	Buy	31,932 +16,364	+105%	+$662K	﹤0.01%	2956
2024 Q1	$701K	Buy	15,568 +7,303	+88%	+$320K	﹤0.01%	3245
2023 Q4	$424K	Buy	+8,265	New	+$362K	﹤0.01%	3420

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

Envestnet Asset Management's SYM Position: Q2 2026 in Review

Envestnet Asset Management increased its Symbotic (SYM) stake by 28% in Q2 2026, buying an estimated $276K and bringing the position to 25,013 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

Envestnet Asset Management first reported a position in SYM in Q4 2023 and has held it in 10 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Envestnet Asset Management held 25,013 shares of Symbotic worth $1.12M as of Q2 2026.
Envestnet Asset Management bought 5,406 Symbotic shares in Q2 2026, an estimated $276K.
Symbotic made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3559 holding.
Envestnet Asset Management first reported a position in Symbotic in Q4 2023 and has held it in 10 quarters since.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.