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Nordwand Advisors’s Symbotic SYM Stock Holding History

Nordwand 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 		$610K Sell
13,575
-60
-0.4% -$3.06K 0.09% 113
2026
Q1 		$725K Buy
13,635
+200
+1% +$11.4K 0.13% 106
2025
Q4 		$799K Buy
+13,435
New +$887K 0.14% 98

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

Nordwand Advisors's SYM Position: Q2 2026 in Review

Nordwand Advisors reduced its Symbotic (SYM) stake by 0.44% in Q2 2026, selling an estimated $3.06K and leaving 13,575 shares worth $610K. The position accounts for 0.09% of the portfolio, ranked #113.

Nordwand Advisors first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $799K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Nordwand Advisors held 13,575 shares of Symbotic worth $610K as of Q2 2026.
  • Nordwand Advisors sold 60 Symbotic shares in Q2 2026, an estimated $3.06K.
  • Symbotic made up 0.09% of Nordwand Advisors's portfolio in Q2 2026, its #113 holding.
  • Nordwand Advisors first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Nordwand Advisors's Symbotic position peaked at $799K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.