Oak Associates’s Symbotic SYM Stock Holding History

Oak Associates’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	–	Sell	-3,808	Closed	-$203K	–	147
2026 Q1	$203K	Hold	3,808	–	–	0.01%	138
2025 Q4	$227K	Hold	3,808	–	–	0.01%	130
2025 Q3	$205K	Buy	+3,808	New	+$192K	0.01%	130

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oak Associates's SYM Position: Q2 2026 in Review

Oak Associates sold out of Symbotic (SYM) in Q2 2026, closing a stake of 3,808 shares — an estimated $203K sold.

Oak Associates first reported a position in SYM in Q3 2025 and held it in 3 quarters. The position peaked at $227K in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Oak Associates reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Oak Associates sold 3,808 Symbotic shares in Q2 2026, an estimated $203K.
Oak Associates first reported a position in Symbotic in Q3 2025 and held it in 3 quarters.
Oak Associates's Symbotic position peaked at $227K in Q4 2025.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.