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
Q2 		$79.6K Sell
1,889
-3,111
-62% -$159K ﹤0.01% 492
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 $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

Northwest & Ethical Investments's SYM Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Symbotic (SYM) stake by 62% in Q2 2026, selling an estimated $159K and leaving 1,889 shares worth $79.6K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Northwest & Ethical Investments first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Northwest & Ethical Investments held 1,889 shares of Symbotic worth $79.6K as of Q2 2026.
  • Northwest & Ethical Investments sold 3,111 Symbotic shares in Q2 2026, an estimated $159K.
  • Symbotic made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #492 holding.
  • Northwest & Ethical Investments first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
  • Northwest & Ethical Investments's Symbotic position peaked at $271K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.