NEI
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Northwest & Ethical Investments’s Symbotic SYM Stock Holding History

Northwest & Ethical Investments’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 		$267K Buy
5,000
+500
+11% +$28.6K 0.01% 463
2025
Q4 		$271K Buy
+4,500
New +$297K 0.01% 457

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwest & Ethical Investments's SYM Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Symbotic (SYM) stake by 11% in Q1 2026, buying an estimated $28.6K and bringing the position to 5,000 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #463.

Northwest & Ethical Investments first reported a position in SYM in Q4 2025 and has held it in 2 quarters since. The position peaked at $271K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Northwest & Ethical Investments held 5,000 shares of Symbotic worth $267K as of Q1 2026.
  • Northwest & Ethical Investments bought 500 Symbotic shares in Q1 2026, an estimated $28.6K.
  • Symbotic made up 0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #463 holding.
  • Northwest & Ethical Investments first reported a position in Symbotic in Q4 2025 and has held it in 2 quarters since.
  • Northwest & Ethical Investments's Symbotic position peaked at $271K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.