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IQ EQ Fund Management’s Symbotic SYM Stock Holding History

IQ EQ Fund 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 		$4.97M Sell
110,553
-3,960
-3% -$202K 0.32% 90
2026
Q1 		$6.09M Sell
114,513
-8,041
-7% -$460K 0.46% 70
2025
Q4 		$7.29M Buy
122,554
+28,803
+31% +$1.9M 0.5% 62
2025
Q3 		$5.05M Buy
93,751
+57,224
+157% +$2.89M 0.34% 90
2025
Q2 		$1.42M Buy
36,527
+13,369
+58% +$350K 0.13% 178
2025
Q1 		$468K Buy
+23,158
New +$592K 0.06% 246

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

IQ EQ Fund Management's SYM Position: Q2 2026 in Review

IQ EQ Fund Management reduced its Symbotic (SYM) stake by 3.5% in Q2 2026, selling an estimated $202K and leaving 110,553 shares worth $4.97M. The position accounts for 0.32% of the portfolio, ranked #90.

IQ EQ Fund Management first reported a position in SYM in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.29M in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • IQ EQ Fund Management held 110,553 shares of Symbotic worth $4.97M as of Q2 2026.
  • IQ EQ Fund Management sold 3,960 Symbotic shares in Q2 2026, an estimated $202K.
  • Symbotic made up 0.32% of IQ EQ Fund Management's portfolio in Q2 2026, its #90 holding.
  • IQ EQ Fund Management first reported a position in Symbotic in Q1 2025 and has held it in 6 quarters since.
  • IQ EQ Fund Management's Symbotic position peaked at $7.29M in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.