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Integrity Alliance’s Symbotic SYM Stock Holding History

Integrity Alliance’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 		$1.08M Sell
24,038
-1,641
-6% -$83.6K 0.03% 337
2026
Q1 		$1.37M Sell
25,679
-1,357
-5% -$77.7K 0.05% 260
2025
Q4 		$1.61M Buy
27,036
+19,830
+275% +$1.31M 0.06% 241
2025
Q3 		$388K Buy
+7,206
New +$364K 0.02% 393

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

Integrity Alliance's SYM Position: Q2 2026 in Review

Integrity Alliance reduced its Symbotic (SYM) stake by 6.4% in Q2 2026, selling an estimated $83.6K and leaving 24,038 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #337.

Integrity Alliance first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Integrity Alliance held 24,038 shares of Symbotic worth $1.08M as of Q2 2026.
  • Integrity Alliance sold 1,641 Symbotic shares in Q2 2026, an estimated $83.6K.
  • Symbotic made up 0.03% of Integrity Alliance's portfolio in Q2 2026, its #337 holding.
  • Integrity Alliance first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Integrity Alliance's Symbotic position peaked at $1.61M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.