Mirova’s Symbotic SYM Stock Holding History

Mirova’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	$9.75M	Buy	216,854 +27,212	+14%	+$1.39M	0.36%	85
2026 Q1	$10.1M	Buy	+189,642	New	+$10.9M	0.41%	82

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

Mirova's SYM Position: Q2 2026 in Review

Mirova increased its Symbotic (SYM) stake by 14% in Q2 2026, buying an estimated $1.39M and bringing the position to 216,854 shares worth $9.75M. The position accounts for 0.36% of the portfolio, ranked #85.

Mirova first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.1M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Mirova held 216,854 shares of Symbotic worth $9.75M as of Q2 2026.
Mirova bought 27,212 Symbotic shares in Q2 2026, an estimated $1.39M.
Symbotic made up 0.36% of Mirova's portfolio in Q2 2026, its #85 holding.
Mirova first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
Mirova's Symbotic position peaked at $10.1M in Q1 2026.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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