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Fairscale Capital’s Symbotic SYM Stock Holding History

Fairscale Capital’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 		$4.54K Hold
101
– – ﹤0.01% 351
2026
Q1 		$5.37K Hold
101
– – ﹤0.01% 332
2025
Q4 		$6.01K Hold
101
– – ﹤0.01% 320
2025
Q3 		$5.44K Hold
101
– – ﹤0.01% 354
2025
Q2 		$5.45K Hold
101
– – ﹤0.01% 351
2025
Q1 		$2.04K Hold
101
– – ﹤0.01% 296
2024
Q4 		$2.4K Hold
101
– – ﹤0.01% 297
2024
Q3 		$2.46K Hold
101
– – ﹤0.01% 297
2024
Q2 		$4.18K Buy
+101
New +$4.09K ﹤0.01% 281

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

Fairscale Capital's SYM Position: Q2 2026 in Review

Fairscale Capital held its Symbotic (SYM) position steady in Q2 2026 at 101 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Fairscale Capital first reported a position in SYM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.01K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Fairscale Capital held 101 shares of Symbotic worth $4.54K as of Q2 2026.
  • Fairscale Capital left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Fairscale Capital's portfolio in Q2 2026, its #351 holding.
  • Fairscale Capital first reported a position in Symbotic in Q2 2024 and has held it in 9 quarters since.
  • Fairscale Capital's Symbotic position peaked at $6.01K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.