Northwestern Mutual Wealth Management’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$72.2K Buy
1,607
+61
+4% +$3.11K ﹤0.01% 2401
2026
Q1
$82.2K Sell
1,546
-484
-24% -$27.7K ﹤0.01% 2252
2025
Q4
$121K Buy
2,030
+530
+35% +$35K ﹤0.01% 2062
2025
Q3
$80.8K Buy
+1,500
New +$75.8K ﹤0.01% 2136
2025
Q1
– Sell
-3
Closed -$71 – 3933
2024
Q4
$71 Sell
3
-1,053
-100% -$29.9K ﹤0.01% 3501
2024
Q3
$25.8K Buy
+1,056
New +$28.7K ﹤0.01% 2379

Other funds holding SYM

Northwestern Mutual Wealth Management's SYM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Symbotic (SYM) stake by 3.9% in Q2 2026, buying an estimated $3.11K and bringing the position to 1,607 shares worth $72.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2401.

Northwestern Mutual Wealth Management first reported a position in SYM in Q3 2024 and has held it in 6 quarters since. The position peaked at $121K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,607 shares of Symbotic worth $72.2K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 61 Symbotic shares in Q2 2026, an estimated $3.11K.
  • Symbotic made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2401 holding.
  • Northwestern Mutual Wealth Management first reported a position in Symbotic in Q3 2024 and has held it in 6 quarters since.
  • Northwestern Mutual Wealth Management's Symbotic position peaked at $121K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.