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Hunter Associates Investment Management’s Symbotic SYM Stock Holding History

Hunter Associates Investment Management’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
Q4 		– Sell
-8,975
Closed -$485K – 263
2025
Q3 		$485K Sell
8,975
-250
-3% -$12.6K 0.07% 187
2025
Q2 		$361K Buy
+9,225
New +$242K 0.05% 197
2025
Q1 		– Sell
-67,413
Closed -$1.6M – 259
2024
Q4 		$1.6M Buy
67,413
+4,320
+7% +$123K 0.24% 96
2024
Q3 		$1.53M Buy
63,093
+14,487
+30% +$393K 0.24% 101
2024
Q2 		$1.7M Buy
48,606
+9,132
+23% +$369K 0.29% 84
2024
Q1 		$1.77M Buy
39,474
+16,300
+70% +$714K 0.3% 87
2023
Q4 		$1.19M Sell
23,174
-294
-1% -$12.9K 0.22% 106
2023
Q3 		$778K Buy
23,468
+5,392
+30% +$222K 0.16% 122
2023
Q2 		$774K Buy
+18,076
New +$594K 0.15% 124

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hunter Associates Investment Management's SYM Position: Q4 2025 in Review

Hunter Associates Investment Management sold out of Symbotic (SYM) in Q4 2025, closing a stake of 8,975 shares — an estimated $485K sold.

Hunter Associates Investment Management first reported a position in SYM in Q2 2023 and held it in 9 quarters. The position peaked at $1.77M in Q1 2024. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • Hunter Associates Investment Management reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
  • Hunter Associates Investment Management sold 8,975 Symbotic shares in Q4 2025, an estimated $485K.
  • Hunter Associates Investment Management first reported a position in Symbotic in Q2 2023 and held it in 9 quarters.
  • Hunter Associates Investment Management's Symbotic position peaked at $1.77M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Hunter Associates Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.