KHC
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Koesten Hirschmann & Crabtree’s Symbotic SYM Stock Holding History

Koesten Hirschmann & Crabtree’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
2025
Q4 		– Sell
-25
Closed -$1.35K – 215
2025
Q3 		$1.35K Buy
+25
New +$1.26K ﹤0.01% 208

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SYM Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Symbotic (SYM) in Q4 2025, closing a stake of 25 shares — an estimated $1.35K sold.

Koesten Hirschmann & Crabtree first reported a position in SYM in Q3 2025 and held it in 1 quarter. The position peaked at $1.35K in Q3 2025. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 25 Symbotic shares in Q4 2025, an estimated $1.35K.
  • Koesten Hirschmann & Crabtree first reported a position in Symbotic in Q3 2025 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's Symbotic position peaked at $1.35K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.