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Fox Run Management’s Symbotic SYM Stock Holding History

Fox Run 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 		$264K Buy
+5,880
New +$300K 0.04% 723
2024
Q3 		– Sell
-15,430
Closed -$543K – 1090
2024
Q2 		$543K Buy
+15,430
New +$624K 0.1% 380

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

Fox Run Management's SYM Position: Q2 2026 in Review

Fox Run Management opened a new position in Symbotic (SYM) in Q2 2026: 5,880 shares worth $264K. The stake represents 0.04% of the portfolio and ranks #723 among its holdings. This is a return to the name: Fox Run Management previously reported a position in SYM as recently as Q2 2024.

Fox Run Management first reported a position in SYM in Q2 2024 and has held it in 2 quarters since. The position peaked at $543K in Q2 2024. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Fox Run Management held 5,880 shares of Symbotic worth $264K as of Q2 2026.
  • Symbotic was a new Fox Run Management position in Q2 2026.
  • Symbotic made up 0.04% of Fox Run Management's portfolio in Q2 2026, its #723 holding.
  • Fox Run Management first reported a position in Symbotic in Q2 2024 and has held it in 2 quarters since.
  • Fox Run Management's Symbotic position peaked at $543K in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.