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Headlands Technologies’s Symbotic SYM Stock Holding History

Headlands Technologies’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 		– Sell
-23,515
Closed -$1.4M – 966
2025
Q4 		$1.4M Buy
+23,515
New +$1.55M 0.12% 212
2025
Q3 		– Sell
-6,508
Closed -$253K – 1211
2025
Q2 		$253K Buy
6,508
+4,337
+200% +$114K 0.03% 427
2025
Q1 		$43.9K Sell
2,171
-50,861
-96% -$1.3M 0.01% 740
2024
Q4 		$1.26M Buy
+53,032
New +$1.51M 0.13% 186
2023
Q4 		– Sell
-16
Closed -$535 – 1285
2023
Q3 		$535 Buy
+16
New +$658 ﹤0.01% 869

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WI
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Baillie Gifford & Co
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SSI
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Headlands Technologies's SYM Position: Q1 2026 in Review

Headlands Technologies sold out of Symbotic (SYM) in Q1 2026, closing a stake of 23,515 shares — an estimated $1.4M sold.

Headlands Technologies first reported a position in SYM in Q3 2023 and held it in 5 quarters. The position peaked at $1.4M in Q4 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Headlands Technologies reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Headlands Technologies sold 23,515 Symbotic shares in Q1 2026, an estimated $1.4M.
  • Headlands Technologies first reported a position in Symbotic in Q3 2023 and held it in 5 quarters.
  • Headlands Technologies's Symbotic position peaked at $1.4M in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Headlands Technologies's 13F filing for Q1 2026, filed 13 May 2026.