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 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 $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Oak Associates's SYM Position: Q1 2026 in Review

Oak Associates held its Symbotic (SYM) position steady in Q1 2026 at 3,808 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #138.

Oak Associates first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Oak Associates held 3,808 shares of Symbotic worth $203K as of Q1 2026.
Oak Associates left its Symbotic share count unchanged in Q1 2026.
Symbotic made up 0.01% of Oak Associates's portfolio in Q1 2026, its #138 holding.
Oak Associates first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
Oak Associates's Symbotic position peaked at $227K in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.