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John Overdeck’s Symbotic SYM Stock Holding History

John Overdeck’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 		$63.4M Buy
1,410,103
+470,135
+50% +$24M 0.05% 459
2026
Q1 		$50M Buy
939,968
+226,662
+32% +$13M 0.04% 507
2025
Q4 		$42.4M Buy
713,306
+463,890
+186% +$30.6M 0.06% 402
2025
Q3 		$13.4M Sell
249,416
-138,087
-36% -$6.98M 0.02% 808
2025
Q2 		$15.1M Buy
387,503
+243,078
+168% +$6.37M 0.03% 651
2025
Q1 		$2.92M Sell
144,425
-177,197
-55% -$4.53M 0.01% 1487
2024
Q4 		$7.63M Buy
321,622
+66,755
+26% +$1.9M 0.02% 879
2024
Q3 		$6.22M Buy
254,867
+146,917
+136% +$3.99M 0.01% 971
2024
Q2 		$3.8M Buy
107,950
+10,609
+11% +$429K 0.01% 1145
2024
Q1 		$4.38M Sell
97,341
-379,522
-80% -$16.6M 0.01% 1039
2023
Q4 		$24.5M Buy
476,863
+106,758
+29% +$4.68M 0.06% 366
2023
Q3 		$12.4M Buy
370,105
+362,705
+4,901% +$14.9M 0.03% 534
2023
Q2 		$317K Buy
+7,400
New +$243K ﹤0.01% 2495

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

John Overdeck's SYM Position: Q2 2026 in Review

John Overdeck increased its Symbotic (SYM) stake by 50% in Q2 2026, buying an estimated $24M and bringing the position to 1,410,103 shares worth $63.4M. The position accounts for 0.05% of the portfolio, ranked #459.

John Overdeck first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • John Overdeck held 1,410,103 shares of Symbotic worth $63.4M as of Q2 2026.
  • John Overdeck bought 470,135 Symbotic shares in Q2 2026, an estimated $24M.
  • Symbotic made up 0.05% of John Overdeck's portfolio in Q2 2026, its #459 holding.
  • John Overdeck first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.