Northwestern Mutual Wealth Management
SYM icon

Northwestern Mutual Wealth Management’s Symbotic SYM Stock Holding History

Northwestern Mutual Wealth Management’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 		$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

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
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 $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management's SYM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Symbotic (SYM) stake by 24% in Q1 2026, selling an estimated $27.7K and leaving 1,546 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Northwestern Mutual Wealth Management first reported a position in SYM in Q3 2024 and has held it in 5 quarters since. The position peaked at $121K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,546 shares of Symbotic worth $82.2K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 484 Symbotic shares in Q1 2026, an estimated $27.7K.
  • Symbotic made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2252 holding.
  • Northwestern Mutual Wealth Management first reported a position in Symbotic in Q3 2024 and has held it in 5 quarters since.
  • Northwestern Mutual Wealth Management's Symbotic position peaked at $121K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.