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 $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighTower Advisors's SYM Position: Q1 2026 in Review

HighTower Advisors reduced its Symbotic (SYM) stake by 2% in Q1 2026, selling an estimated $28.1K and leaving 23,548 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

HighTower Advisors first reported a position in SYM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • HighTower Advisors held 23,548 shares of Symbotic worth $1.25M as of Q1 2026.
  • HighTower Advisors sold 490 Symbotic shares in Q1 2026, an estimated $28.1K.
  • Symbotic made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2027 holding.
  • HighTower Advisors first reported a position in Symbotic in Q1 2023 and has held it in 13 quarters since.
  • HighTower Advisors's Symbotic position peaked at $1.43M in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.