Grove Street Fiduciary’s Symbotic SYM Stock Holding History

Grove Street Fiduciary’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	$1.19M	Hold	26,500	–	–	0.5%	30
2026 Q1	$1.41M	Hold	26,500	–	–	0.62%	26
2025 Q4	$1.58M	Sell	26,500 -8,500	-24%	-$561K	0.66%	26
2025 Q3	$1.89M	Buy	35,000 +26,555	+314%	+$1.34M	0.89%	23
2025 Q2	$328K	Buy	+8,445	New	+$221K	0.16%	48
2025 Q1	–	Sell	-8,445	Closed	-$200K	–	74
2024 Q4	$200K	Buy	+8,445	New	+$240K	0.11%	57

Other funds holding SYM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

BLAM

Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Grove Street Fiduciary's SYM Position: Q2 2026 in Review

Grove Street Fiduciary held its Symbotic (SYM) position steady in Q2 2026 at 26,500 shares worth $1.19M. The position accounts for 0.5% of the portfolio, ranked #30.

Grove Street Fiduciary first reported a position in SYM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.89M in Q3 2025. 124 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Grove Street Fiduciary held 26,500 shares of Symbotic worth $1.19M as of Q2 2026.
Grove Street Fiduciary left its Symbotic share count unchanged in Q2 2026.
Symbotic made up 0.5% of Grove Street Fiduciary's portfolio in Q2 2026, its #30 holding.
Grove Street Fiduciary first reported a position in Symbotic in Q4 2024 and has held it in 6 quarters since.
Grove Street Fiduciary's Symbotic position peaked at $1.89M in Q3 2025.
124 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Grove Street Fiduciary's 13F filing for Q2 2026, filed 23 Jul 2026.