Holocene Advisors
SYM icon

Holocene Advisors’s Symbotic SYM Stock Holding History

Holocene 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
2026
Q2 		$2.6M Buy
+57,915
New +$2.95M 0.01% 554
2025
Q2 		– Sell
-10,140
Closed -$205K – 871
2025
Q1 		$205K Buy
+10,140
New +$259K ﹤0.01% 718
2024
Q4 		– Sell
-49,224
Closed -$1.2M – 881
2024
Q3 		$1.2M Buy
+49,224
New +$1.34M ﹤0.01% 600

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

Holocene Advisors's SYM Position: Q2 2026 in Review

Holocene Advisors opened a new position in Symbotic (SYM) in Q2 2026: 57,915 shares worth $2.6M. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in SYM as recently as Q1 2025.

Holocene Advisors first reported a position in SYM in Q3 2024 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Holocene Advisors held 57,915 shares of Symbotic worth $2.6M as of Q2 2026.
  • Symbotic was a new Holocene Advisors position in Q2 2026.
  • Symbotic made up 0.01% of Holocene Advisors's portfolio in Q2 2026, its #554 holding.
  • Holocene Advisors first reported a position in Symbotic in Q3 2024 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.