KG
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Kilter Group’s Symbotic SYM Stock Holding History

Kilter Group’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 		$1.3K Sell
29
-54
-65% -$2.75K ﹤0.01% 1194
2026
Q1 		$4.42K Buy
83
+42
+102% +$2.4K ﹤0.01% 656
2025
Q4 		$2.44K Hold
41
– – ﹤0.01% 701
2025
Q3 		$2.21K Buy
41
+12
+41% +$606 ﹤0.01% 631
2025
Q2 		$1.13K Buy
+29
New +$760 ﹤0.01% 794

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

Kilter Group's SYM Position: Q2 2026 in Review

Kilter Group reduced its Symbotic (SYM) stake by 65% in Q2 2026, selling an estimated $2.75K and leaving 29 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Kilter Group first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.42K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Kilter Group held 29 shares of Symbotic worth $1.3K as of Q2 2026.
  • Kilter Group sold 54 Symbotic shares in Q2 2026, an estimated $2.75K.
  • Symbotic made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1194 holding.
  • Kilter Group first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's Symbotic position peaked at $4.42K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.