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Investors Portfolio Services’s Symbotic SYM Stock Holding History

Investors Portfolio Services’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 		$2.25K Sell
50
-1
-2% -$51 ﹤0.01% 245
2026
Q1 		$2.68K Buy
51
+1
+2% +$57 ﹤0.01% 215
2025
Q4 		$2.98K Buy
+50
New +$3.3K ﹤0.01% 177

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

Investors Portfolio Services's SYM Position: Q2 2026 in Review

Investors Portfolio Services reduced its Symbotic (SYM) stake by 2% in Q2 2026, selling an estimated $51 and leaving 50 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Investors Portfolio Services first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.98K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Investors Portfolio Services held 50 shares of Symbotic worth $2.25K as of Q2 2026.
  • Investors Portfolio Services sold 1 Symbotic share in Q2 2026, an estimated $51.
  • Symbotic made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #245 holding.
  • Investors Portfolio Services first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Symbotic position peaked at $2.98K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.