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
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 Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Holocene Advisors's SYM Position: Q2 2025 in Review

Holocene Advisors sold out of Symbotic (SYM) in Q2 2025, closing a stake of 10,140 shares — an estimated $205K sold.

Holocene Advisors first reported a position in SYM in Q3 2024 and held it in 2 quarters. The position peaked at $1.2M in Q3 2024. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

Holocene Advisors reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
Holocene Advisors sold 10,140 Symbotic shares in Q2 2025, an estimated $205K.
Holocene Advisors first reported a position in Symbotic in Q3 2024 and held it in 2 quarters.
Holocene Advisors's Symbotic position peaked at $1.2M in Q3 2024.
279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Holocene Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.