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Horizon Investments’s Symbotic SYM Stock Holding History

Horizon Investments’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 		$1.61M Buy
+35,715
New +$1.82M 0.02% 591

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

Horizon Investments's SYM Position: Q2 2026 in Review

Horizon Investments opened a new position in Symbotic (SYM) in Q2 2026: 35,715 shares worth $1.61M. The stake represents 0.02% of the portfolio and ranks #591 among its holdings.

417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Horizon Investments held 35,715 shares of Symbotic worth $1.61M as of Q2 2026.
  • Symbotic was a new Horizon Investments position in Q2 2026.
  • Symbotic made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #591 holding.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.