LSA
SYM icon

Leonteq Securities AG’s Symbotic SYM Stock Holding History

Leonteq Securities AG’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 		$558K Buy
12,420
+6,913
+126% +$352K 0.02% 380
2026
Q1 		$293K Buy
5,507
+772
+16% +$44.2K 0.01% 529
2025
Q4 		$282K Sell
4,735
-3,211
-40% -$212K 0.01% 593
2025
Q3 		$428K Sell
7,946
-1,290
-14% -$65.2K 0.01% 437
2025
Q2 		$359K Sell
9,236
-13,899
-60% -$364K 0.01% 448
2025
Q1 		$465K Buy
23,135
+816
+4% +$20.8K 0.03% 382
2024
Q4 		$529K Buy
22,319
+6,577
+42% +$187K 0.04% 343
2024
Q3 		$384K Buy
15,742
+5,385
+52% +$146K 0.03% 365
2024
Q2 		$364K Buy
10,357
+4,056
+64% +$164K 0.03% 379
2024
Q1 		$284K Buy
6,301
+649
+11% +$28.4K 0.02% 424
2023
Q4 		$290K Buy
5,652
+5,452
+2,726% +$239K 0.02% 421
2023
Q3 		$6.69K Hold
200
– – ﹤0.01% 1040
2023
Q2 		$8.56K Buy
+200
New +$6.57K ﹤0.01% 1061

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

Leonteq Securities AG's SYM Position: Q2 2026 in Review

Leonteq Securities AG increased its Symbotic (SYM) stake by 126% in Q2 2026, buying an estimated $352K and bringing the position to 12,420 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #380.

Leonteq Securities AG 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.

  • Leonteq Securities AG held 12,420 shares of Symbotic worth $558K as of Q2 2026.
  • Leonteq Securities AG bought 6,913 Symbotic shares in Q2 2026, an estimated $352K.
  • Symbotic made up 0.02% of Leonteq Securities AG's portfolio in Q2 2026, its #380 holding.
  • Leonteq Securities AG 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 Leonteq Securities AG's 13F filing for Q2 2026, filed 27 Jul 2026.