Natixis Advisors
SYM icon

Natixis Advisors’s Symbotic SYM Stock Holding History

Natixis 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 		$944K Buy
+21,006
New +$1.07M ﹤0.01% 1505
2024
Q1 		– Sell
-10,983
Closed -$563K – 1585
2023
Q4 		$563K Buy
10,983
+456
+4% +$20K ﹤0.01% 1367
2023
Q3 		$352K Buy
+10,527
New +$433K ﹤0.01% 1419

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

Natixis Advisors's SYM Position: Q2 2026 in Review

Natixis Advisors opened a new position in Symbotic (SYM) in Q2 2026: 21,006 shares worth $944K. The stake represents ﹤0.01% of the portfolio and ranks #1505 among its holdings. This is a return to the name: Natixis Advisors previously reported a position in SYM as recently as Q4 2023.

Natixis Advisors first reported a position in SYM in Q3 2023 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Natixis Advisors held 21,006 shares of Symbotic worth $944K as of Q2 2026.
  • Symbotic was a new Natixis Advisors position in Q2 2026.
  • Symbotic made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1505 holding.
  • Natixis Advisors first reported a position in Symbotic in Q3 2023 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.