Mercer Global Advisors
SYM icon

Mercer Global Advisors’s Symbotic SYM Stock Holding History

Mercer Global Advisors’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 		$306K Sell
6,808
-2,222
-25% -$113K ﹤0.01% 2785
2026
Q1 		$480K Buy
9,030
+595
+7% +$34.1K ﹤0.01% 2019
2025
Q4 		$502K Buy
8,435
+2,056
+32% +$136K ﹤0.01% 1859
2025
Q3 		$344K Sell
6,379
-2,314
-27% -$117K ﹤0.01% 1997
2025
Q2 		$338K Buy
+8,693
New +$228K ﹤0.01% 1785

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

Mercer Global Advisors's SYM Position: Q2 2026 in Review

Mercer Global Advisors reduced its Symbotic (SYM) stake by 25% in Q2 2026, selling an estimated $113K and leaving 6,808 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Mercer Global Advisors first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $502K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Mercer Global Advisors held 6,808 shares of Symbotic worth $306K as of Q2 2026.
  • Mercer Global Advisors sold 2,222 Symbotic shares in Q2 2026, an estimated $113K.
  • Symbotic made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2785 holding.
  • Mercer Global Advisors first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Mercer Global Advisors's Symbotic position peaked at $502K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.