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Highland Investment Advisors LLC’s Symbotic SYM Stock Holding History

Highland Investment Advisors LLC’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 		$6.52K Buy
+145
New +$7.39K ﹤0.01% 393

Other funds holding SYM

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Highland Investment Advisors LLC's SYM Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Symbotic (SYM) in Q2 2026: 145 shares worth $6.52K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings.

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

  • Highland Investment Advisors LLC held 145 shares of Symbotic worth $6.52K as of Q2 2026.
  • Symbotic was a new Highland Investment Advisors LLC position in Q2 2026.
  • Symbotic made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #393 holding.
  • 315 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.