JEST
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JTC Employer Solutions Trustee’s Symbotic SYM Stock Holding History

JTC Employer Solutions Trustee’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 		$121K Hold
2,694
– – 0.01% 196
2026
Q1 		$143K Hold
2,694
– – 0.01% 182
2025
Q4 		$160K Hold
2,694
– – 0.01% 171
2025
Q3 		$145K Hold
2,694
– – 0.01% 178
2025
Q2 		$105K Buy
+2,694
New +$70.6K 0.01% 191

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

JTC Employer Solutions Trustee's SYM Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Symbotic (SYM) position steady in Q2 2026 at 2,694 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #196.

JTC Employer Solutions Trustee first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $160K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • JTC Employer Solutions Trustee held 2,694 shares of Symbotic worth $121K as of Q2 2026.
  • JTC Employer Solutions Trustee left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #196 holding.
  • JTC Employer Solutions Trustee first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • JTC Employer Solutions Trustee's Symbotic position peaked at $160K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.