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Marex Group’s Symbotic SYM Stock Holding History

Marex 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 		$250K Buy
+5,564
New +$284K ﹤0.01% 928
2025
Q4 		– Sell
-12,422
Closed -$669K – 1129
2025
Q3 		$669K Buy
+12,422
New +$628K ﹤0.01% 428
2025
Q2 		– Sell
-33,931
Closed -$686K – 906
2025
Q1 		$686K Buy
+33,931
New +$867K 0.01% 279

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

Marex Group's SYM Position: Q2 2026 in Review

Marex Group opened a new position in Symbotic (SYM) in Q2 2026: 5,564 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings. This is a return to the name: Marex Group previously reported a position in SYM as recently as Q3 2025.

Marex Group first reported a position in SYM in Q1 2025 and has held it in 3 quarters since. The position peaked at $686K in Q1 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Marex Group held 5,564 shares of Symbotic worth $250K as of Q2 2026.
  • Symbotic was a new Marex Group position in Q2 2026.
  • Symbotic made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #928 holding.
  • Marex Group first reported a position in Symbotic in Q1 2025 and has held it in 3 quarters since.
  • Marex Group's Symbotic position peaked at $686K in Q1 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.