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Havemeyer Place’s Symbotic SYM Stock Holding History

Havemeyer Place’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 		$395K Sell
8,777
-9,926
-53% -$506K 0.04% 410
2026
Q1 		$995K Buy
18,703
+9,359
+100% +$536K 0.11% 315
2025
Q4 		$556K Buy
+9,344
New +$617K 0.11% 309

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

Havemeyer Place's SYM Position: Q2 2026 in Review

Havemeyer Place reduced its Symbotic (SYM) stake by 53% in Q2 2026, selling an estimated $506K and leaving 8,777 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #410.

Havemeyer Place first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $995K in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Havemeyer Place held 8,777 shares of Symbotic worth $395K as of Q2 2026.
  • Havemeyer Place sold 9,926 Symbotic shares in Q2 2026, an estimated $506K.
  • Symbotic made up 0.04% of Havemeyer Place's portfolio in Q2 2026, its #410 holding.
  • Havemeyer Place first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's Symbotic position peaked at $995K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.