HighTower Advisors
SYM icon

HighTower Advisors’s Symbotic SYM Stock Holding History

HighTower 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
2024
Q1 		– Sell
-8,000
Closed -$30.7K – 3987
2023
Q4 		$30.7K Buy
8,000
+7,995
+159,900% +$350K ﹤0.01% 3360
2023
Q3 		$1.5K Buy
+5
New +$206 ﹤0.01% 3475

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

HighTower Advisors's SYM Position: Q2 2026 in Review

HighTower Advisors increased its Symbotic (SYM) stake by 32% in Q2 2026, buying an estimated $382K and bringing the position to 31,040 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

HighTower Advisors first reported a position in SYM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.43M in Q3 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • HighTower Advisors held 31,040 shares of Symbotic worth $1.4M as of Q2 2026.
  • HighTower Advisors bought 7,492 Symbotic shares in Q2 2026, an estimated $382K.
  • Symbotic made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2018 holding.
  • HighTower Advisors first reported a position in Symbotic in Q1 2023 and has held it in 14 quarters since.
  • HighTower Advisors's Symbotic position peaked at $1.43M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.