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Natixis’s Symbotic SYM Stock Holding History

Natixis’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
Q1 		$483K Buy
9,086
+641
+8% +$36.7K ﹤0.01% 819
2025
Q4 		$502K Buy
8,445
+135
+2% +$8.91K ﹤0.01% 836
2025
Q3 		$448K Sell
8,310
-36,428
-81% -$1.84M ﹤0.01% 803
2025
Q2 		$1.74M Buy
44,738
+1,388
+3% +$36.4K 0.01% 518
2025
Q1 		$878K Buy
43,350
+8,444
+24% +$216K ﹤0.01% 580
2024
Q4 		$828K Buy
+34,906
New +$992K 0.01% 632
2024
Q1 		– Sell
-300
Closed -$15.3K – 1223
2023
Q4 		$15.3K Hold
300
– – ﹤0.01% 891
2023
Q3 		$10.2K Sell
300
-4,200
-93% -$173K ﹤0.01% 895
2023
Q2 		$190K Buy
+4,500
New +$148K ﹤0.01% 747

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natixis's SYM Position: Q1 2026 in Review

Natixis increased its Symbotic (SYM) stake by 7.6% in Q1 2026, buying an estimated $36.7K and bringing the position to 9,086 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Natixis first reported a position in SYM in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.74M in Q2 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Natixis held 9,086 shares of Symbotic worth $483K as of Q1 2026.
  • Natixis bought 641 Symbotic shares in Q1 2026, an estimated $36.7K.
  • Symbotic made up ﹤0.01% of Natixis's portfolio in Q1 2026, its #819 holding.
  • Natixis first reported a position in Symbotic in Q2 2023 and has held it in 9 quarters since.
  • Natixis's Symbotic position peaked at $1.74M in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.