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HRT Financial’s Symbotic SYM Stock Holding History

HRT Financial’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 		$3.4M Buy
+75,619
New +$3.85M 0.01% 1384
2026
Q1 		– Sell
-45,402
Closed -$2.6M – 4697
2025
Q4 		$2.7M Buy
+45,402
New +$3M 0.01% 1110
2025
Q3 		– Sell
-11,773
Closed -$457K – 3646
2025
Q2 		$457K Buy
11,773
+112
+1% +$2.93K ﹤0.01% 1653
2025
Q1 		$235K Buy
+11,661
New +$298K ﹤0.01% 1917
2022
Q2 		– Sell
-144,871
Closed -$1.44M – 3703
2022
Q1 		$1.44M Sell
144,871
-518
-0.4% -$5.13K 0.01% 811
2021
Q4 		$1.45M Sell
145,389
-71
-0% -$707 0.01% 860
2021
Q3 		$1.43M Sell
145,460
-729
-0.5% -$7.16K 0.01% 978
2021
Q2 		$1.45M Buy
146,189
+729
+0.5% +$7.35K 0.01% 796
2021
Q1 		$1.47M Buy
+145,460
New +$1.49M 0.01% 802

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

HRT Financial's SYM Position: Q2 2026 in Review

HRT Financial opened a new position in Symbotic (SYM) in Q2 2026: 75,619 shares worth $3.4M. The stake represents 0.01% of the portfolio and ranks #1384 among its holdings. This is a return to the name: HRT Financial previously reported a position in SYM as recently as Q4 2025.

HRT Financial first reported a position in SYM in Q1 2021 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • HRT Financial held 75,619 shares of Symbotic worth $3.4M as of Q2 2026.
  • Symbotic was a new HRT Financial position in Q2 2026.
  • Symbotic made up 0.01% of HRT Financial's portfolio in Q2 2026, its #1384 holding.
  • HRT Financial first reported a position in Symbotic in Q1 2021 and has held it in 9 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.