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International Assets Investment Management’s Symbotic SYM Stock Holding History

International Assets 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
2026
Q2 		$275K Buy
6,114
+270
+5% +$13.8K 0.02% 720
2026
Q1 		$320K Buy
5,844
+300
+5% +$17.2K 0.02% 607
2025
Q4 		$330K Buy
+5,544
New +$366K 0.02% 605
2024
Q4 		– Sell
-63,658
Closed -$2.61K – 1803
2024
Q3 		$2.61K Buy
63,658
+63,653
+1,273,060% +$1.73M 0.01% 795
2024
Q2 		$176 Buy
+5
New +$202 ﹤0.01% 2227

Other funds holding SYM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
BLAM
Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

International Assets Investment Management's SYM Position: Q2 2026 in Review

International Assets Investment Management increased its Symbotic (SYM) stake by 4.6% in Q2 2026, buying an estimated $13.8K and bringing the position to 6,114 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #720.

International Assets Investment Management first reported a position in SYM in Q2 2024 and has held it in 5 quarters since. The position peaked at $330K in Q4 2025. 120 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • International Assets Investment Management held 6,114 shares of Symbotic worth $275K as of Q2 2026.
  • International Assets Investment Management bought 270 Symbotic shares in Q2 2026, an estimated $13.8K.
  • Symbotic made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #720 holding.
  • International Assets Investment Management first reported a position in Symbotic in Q2 2024 and has held it in 5 quarters since.
  • International Assets Investment Management's Symbotic position peaked at $330K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.