Northern Trust
SYM icon

Northern Trust’s Symbotic SYM Stock Holding History

Northern Trust’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 		$7.83M Sell
174,095
-7,173
-4% -$366K ﹤0.01% 2349
2026
Q1 		$9.64M Buy
181,268
+5,821
+3% +$333K ﹤0.01% 2102
2025
Q4 		$10.4M Buy
175,447
+46,756
+36% +$3.09M ﹤0.01% 2058
2025
Q3 		$6.94M Buy
128,691
+12,387
+11% +$626K ﹤0.01% 2317
2025
Q2 		$4.52M Buy
116,304
+6,435
+6% +$169K ﹤0.01% 2515
2025
Q1 		$2.22M Sell
109,869
-279
-0.3% -$7.13K ﹤0.01% 2867
2024
Q4 		$2.61M Buy
110,148
+21,077
+24% +$599K ﹤0.01% 2863
2024
Q3 		$2.17M Buy
89,071
+7,959
+10% +$216K ﹤0.01% 2949
2024
Q2 		$2.85M Buy
81,112
+11,059
+16% +$447K ﹤0.01% 2711
2024
Q1 		$3.15M Buy
70,053
+31,719
+83% +$1.39M ﹤0.01% 2741
2023
Q4 		$1.97M Sell
38,334
-1,056
-3% -$46.3K ﹤0.01% 3009
2023
Q3 		$1.32M Buy
39,390
+2,386
+6% +$98.2K ﹤0.01% 3168
2023
Q2 		$1.58M Buy
37,004
+5,935
+19% +$195K ﹤0.01% 3144
2023
Q1 		$710K Buy
31,069
+15,102
+95% +$252K ﹤0.01% 3329
2022
Q4 		$191K Hold
15,967
– – ﹤0.01% 3892
2022
Q3 		$184K Buy
+15,967
New +$235K ﹤0.01% 3907

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

Northern Trust's SYM Position: Q2 2026 in Review

Northern Trust reduced its Symbotic (SYM) stake by 4% in Q2 2026, selling an estimated $366K and leaving 174,095 shares worth $7.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Northern Trust first reported a position in SYM in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.4M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Northern Trust held 174,095 shares of Symbotic worth $7.83M as of Q2 2026.
  • Northern Trust sold 7,173 Symbotic shares in Q2 2026, an estimated $366K.
  • Symbotic made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #2349 holding.
  • Northern Trust first reported a position in Symbotic in Q3 2022 and has held it in 16 quarters since.
  • Northern Trust's Symbotic position peaked at $10.4M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.