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Green Alpha Advisors’s Symbotic SYM Stock Holding History

Green Alpha 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 		$759K Sell
16,886
-442
-3% -$22.5K 0.51% 48
2026
Q1 		$922K Sell
17,328
-229
-1% -$13.1K 0.91% 29
2025
Q4 		$1.04M Buy
17,557
+7,223
+70% +$477K 0.96% 30
2025
Q3 		$557K Buy
+10,334
New +$522K 0.54% 58

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

Green Alpha Advisors's SYM Position: Q2 2026 in Review

Green Alpha Advisors reduced its Symbotic (SYM) stake by 2.6% in Q2 2026, selling an estimated $22.5K and leaving 16,886 shares worth $759K. The position accounts for 0.51% of the portfolio, ranked #48.

Green Alpha Advisors first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Green Alpha Advisors held 16,886 shares of Symbotic worth $759K as of Q2 2026.
  • Green Alpha Advisors sold 442 Symbotic shares in Q2 2026, an estimated $22.5K.
  • Symbotic made up 0.51% of Green Alpha Advisors's portfolio in Q2 2026, its #48 holding.
  • Green Alpha Advisors first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Green Alpha Advisors's Symbotic position peaked at $1.04M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Green Alpha Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.