NA
SYM icon

NewEdge Advisors’s Symbotic SYM Stock Holding History

NewEdge 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 		$515K Buy
11,452
+1,799
+19% +$91.7K ﹤0.01% 2126
2026
Q1 		$514K Sell
9,653
-58
-0.6% -$3.32K ﹤0.01% 1970
2025
Q4 		$578K Buy
9,711
+7,145
+278% +$472K ﹤0.01% 1868
2025
Q3 		$138K Buy
2,566
+1,290
+101% +$65.2K ﹤0.01% 2498
2025
Q2 		$49.6K Buy
1,276
+573
+82% +$15K ﹤0.01% 2665
2025
Q1 		$14.2K Buy
703
+169
+32% +$4.32K ﹤0.01% 2973
2024
Q4 		$12.7K Buy
534
+122
+30% +$3.47K ﹤0.01% 2961
2024
Q3 		$10K Sell
412
-24
-6% -$652 ﹤0.01% 2937
2024
Q2 		$15.3K Sell
436
-150
-26% -$6.07K ﹤0.01% 2706
2024
Q1 		$26.4K Buy
586
+536
+1,072% +$23.5K ﹤0.01% 2526
2023
Q4 		$2.57K Hold
50
– – ﹤0.01% 3296
2023
Q3 		$1.67K Hold
50
– – ﹤0.01% 3089
2023
Q2 		$2.14K Buy
+50
New +$1.64K ﹤0.01% 3072
2023
Q1 		– Sell
-20
Closed – – 4085
2022
Q4 		$0 Buy
+20
New +$233 ﹤0.01% 4202

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

NewEdge Advisors's SYM Position: Q2 2026 in Review

NewEdge Advisors increased its Symbotic (SYM) stake by 19% in Q2 2026, buying an estimated $91.7K and bringing the position to 11,452 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

NewEdge Advisors first reported a position in SYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $578K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • NewEdge Advisors held 11,452 shares of Symbotic worth $515K as of Q2 2026.
  • NewEdge Advisors bought 1,799 Symbotic shares in Q2 2026, an estimated $91.7K.
  • Symbotic made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2126 holding.
  • NewEdge Advisors first reported a position in Symbotic in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Symbotic position peaked at $578K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.