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Moors & Cabot’s Symbotic SYM Stock Holding History

Moors & Cabot’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 		– Sell
-5,125
Closed -$273K – 994
2026
Q1 		$273K Sell
5,125
-75
-1% -$4.29K 0.01% 748
2025
Q4 		$309K Buy
5,200
+100
+2% +$6.6K 0.01% 675
2025
Q3 		$275K Sell
5,100
-630
-11% -$31.8K 0.01% 705
2025
Q2 		$223K Buy
+5,730
New +$150K 0.01% 768
2024
Q2 		– Sell
-6,500
Closed -$293K – 936
2024
Q1 		$293K Buy
+6,500
New +$285K 0.02% 680

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

Moors & Cabot's SYM Position: Q2 2026 in Review

Moors & Cabot sold out of Symbotic (SYM) in Q2 2026, closing a stake of 5,125 shares — an estimated $273K sold.

Moors & Cabot first reported a position in SYM in Q1 2024 and held it in 5 quarters. The position peaked at $309K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Moors & Cabot reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Moors & Cabot sold 5,125 Symbotic shares in Q2 2026, an estimated $273K.
  • Moors & Cabot first reported a position in Symbotic in Q1 2024 and held it in 5 quarters.
  • Moors & Cabot's Symbotic position peaked at $309K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.