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Essential Partners’s Symbotic SYM Stock Holding History

Essential Partners’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 		$2.79K Sell
62
-6
-9% -$306 ﹤0.01% 1830
2026
Q1 		$3.62K Hold
68
– – ﹤0.01% 1738
2025
Q4 		$4.05K Hold
68
– – ﹤0.01% 1517
2025
Q3 		$3.67K Hold
68
– – ﹤0.01% 1546
2025
Q2 		$2.64K Buy
+68
New +$1.78K ﹤0.01% 1240

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

Essential Partners's SYM Position: Q2 2026 in Review

Essential Partners reduced its Symbotic (SYM) stake by 8.8% in Q2 2026, selling an estimated $306 and leaving 62 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Essential Partners first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.05K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Essential Partners held 62 shares of Symbotic worth $2.79K as of Q2 2026.
  • Essential Partners sold 6 Symbotic shares in Q2 2026, an estimated $306.
  • Symbotic made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1830 holding.
  • Essential Partners first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Symbotic position peaked at $4.05K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.