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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
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 $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Green Alpha Advisors's SYM Position: Q1 2026 in Review

Green Alpha Advisors reduced its Symbotic (SYM) stake by 1.3% in Q1 2026, selling an estimated $13.1K and leaving 17,328 shares worth $922K. The position accounts for 0.91% of the portfolio, ranked #29.

Green Alpha Advisors first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Green Alpha Advisors held 17,328 shares of Symbotic worth $922K as of Q1 2026.
  • Green Alpha Advisors sold 229 Symbotic shares in Q1 2026, an estimated $13.1K.
  • Symbotic made up 0.91% of Green Alpha Advisors's portfolio in Q1 2026, its #29 holding.
  • Green Alpha Advisors first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Green Alpha Advisors's Symbotic position peaked at $1.04M in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Green Alpha Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.