Morgan Stanley
SYM icon

Morgan Stanley’s Symbotic SYM Stock Holding History

Morgan Stanley’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 		$174M Buy
3,867,532
+1,537,246
+66% +$78.3M 0.01% 1128
2026
Q1 		$124M Sell
2,330,286
-200,588
-8% -$11.5M 0.01% 1263
2025
Q4 		$151M Buy
2,530,874
+1,165,513
+85% +$77M 0.01% 1122
2025
Q3 		$73.6M Sell
1,365,361
-130,294
-9% -$6.58M ﹤0.01% 1683
2025
Q2 		$58.1M Sell
1,495,655
-21,681
-1% -$568K ﹤0.01% 1789
2025
Q1 		$30.7M Buy
1,517,336
+650,129
+75% +$16.6M ﹤0.01% 2271
2024
Q4 		$20.6M Buy
867,207
+162,880
+23% +$4.63M ﹤0.01% 2726
2024
Q3 		$17.2M Buy
704,327
+252,475
+56% +$6.85M ﹤0.01% 2940
2024
Q2 		$15.9M Buy
451,852
+171,628
+61% +$6.94M ﹤0.01% 2915
2024
Q1 		$12.6M Sell
280,224
-331,800
-54% -$14.5M ﹤0.01% 3150
2023
Q4 		$31.4M Buy
612,024
+404,714
+195% +$17.7M ﹤0.01% 2923
2023
Q3 		$6.93M Buy
207,310
+171,157
+473% +$7.04M ﹤0.01% 3459
2023
Q2 		$1.55M Buy
36,153
+18,143
+101% +$596K ﹤0.01% 4586
2023
Q1 		$411K Buy
18,010
+13,613
+310% +$228K ﹤0.01% 5362
2022
Q4 		$52.5K Sell
4,397
-96,736
-96% -$1.13M ﹤0.01% 6270
2022
Q3 		$1.16M Buy
101,133
+100,032
+9,086% +$1.47M ﹤0.01% 4800
2022
Q2 		$12K Buy
1,101
+101
+10% +$1.11K ﹤0.01% 7164
2022
Q1 		$10K Hold
1,000
– – ﹤0.01% 7407
2021
Q4 		$10K Buy
+1,000
New +$9.96K ﹤0.01% 7472

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley's SYM Position: Q2 2026 in Review

Morgan Stanley increased its Symbotic (SYM) stake by 66% in Q2 2026, buying an estimated $78.3M and bringing the position to 3,867,532 shares worth $174M. The position accounts for 0.01% of the portfolio, ranked #1128.

Morgan Stanley first reported a position in SYM in Q4 2021 and has held it in 19 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Morgan Stanley held 3,867,532 shares of Symbotic worth $174M as of Q2 2026.
  • Morgan Stanley bought 1,537,246 Symbotic shares in Q2 2026, an estimated $78.3M.
  • Symbotic made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1128 holding.
  • Morgan Stanley first reported a position in Symbotic in Q4 2021 and has held it in 19 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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