HI
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Harbour Investments’s Symbotic SYM Stock Holding History

Harbour Investments’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 		$17K Buy
379
+2
+0.5% +$102 ﹤0.01% 3052
2026
Q1 		$20.1K Sell
377
-33
-8% -$1.89K ﹤0.01% 2885
2025
Q4 		$24.4K Buy
410
+18
+5% +$1.19K ﹤0.01% 2331
2025
Q3 		$21.1K Buy
392
+235
+150% +$11.9K ﹤0.01% 2310
2025
Q2 		$6.1K Buy
157
+4
+3% +$105 ﹤0.01% 2805
2025
Q1 		$3.09K Buy
153
+10
+7% +$255 ﹤0.01% 2978
2024
Q4 		$3.39K Buy
143
+71
+99% +$2.02K ﹤0.01% 2870
2024
Q3 		$1.76K Buy
72
+39
+118% +$1.06K ﹤0.01% 2961
2024
Q2 		$1.16K Buy
33
+8
+32% +$324 ﹤0.01% 2962
2024
Q1 		$1.13K Hold
25
– – ﹤0.01% 2903
2023
Q4 		$1.28K Buy
+25
New +$1.1K ﹤0.01% 2779

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

Harbour Investments's SYM Position: Q2 2026 in Review

Harbour Investments increased its Symbotic (SYM) stake by 0.53% in Q2 2026, buying an estimated $102 and bringing the position to 379 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #3052.

Harbour Investments first reported a position in SYM in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.4K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Harbour Investments held 379 shares of Symbotic worth $17K as of Q2 2026.
  • Harbour Investments bought 2 Symbotic shares in Q2 2026, an estimated $102.
  • Symbotic made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3052 holding.
  • Harbour Investments first reported a position in Symbotic in Q4 2023 and has held it in 11 quarters since.
  • Harbour Investments's Symbotic position peaked at $24.4K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.