Marshall Wace’s Symbotic SYM Stock Holding History

Marshall Wace’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	$2.71M	Sell	60,362 -152,556	-72%	-$7.77M	﹤0.01%	1679
2026 Q1	$11.3M	Sell	212,918 -358,463	-63%	-$20.5M	0.01%	914
2025 Q4	$34M	Buy	+571,381	New	+$37.7M	0.03%	458
2025 Q2	–	Sell	-17,261	Closed	-$349K	–	3160
2025 Q1	$349K	Buy	+17,261	New	+$441K	﹤0.01%	2207
2024 Q3	–	Sell	-119,651	Closed	-$4.21M	–	2944
2024 Q2	$4.21M	Buy	+119,651	New	+$4.84M	0.01%	1071
2022 Q2	–	Sell	-618,363	Closed	-$6.13M	–	3830
2022 Q1	$6.13M	Hold	618,363	–	–	0.01%	1223
2021 Q4	$6.18M	Hold	618,363	–	–	0.01%	1204
2021 Q3	$6.08M	Buy	618,363 +568,363	+1,137%	+$5.58M	0.03%	832
2021 Q2	$497K	Hold	50,000	–	–	﹤0.01%	2131
2021 Q1	$505K	Buy	+50,000	New	+$511K	﹤0.01%	1935

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace's SYM Position: Q2 2026 in Review

Marshall Wace reduced its Symbotic (SYM) stake by 72% in Q2 2026, selling an estimated $7.77M and leaving 60,362 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Marshall Wace first reported a position in SYM in Q1 2021 and has held it in 10 quarters since. The position peaked at $34M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Marshall Wace held 60,362 shares of Symbotic worth $2.71M as of Q2 2026.
Marshall Wace sold 152,556 Symbotic shares in Q2 2026, an estimated $7.77M.
Symbotic made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1679 holding.
Marshall Wace first reported a position in Symbotic in Q1 2021 and has held it in 10 quarters since.
Marshall Wace's Symbotic position peaked at $34M in Q4 2025.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.