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ORG Partners’s Symbotic SYM Stock Holding History

ORG Partners’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
2025
Q4 		$8.03K Buy
135
+35
+35% +$2.31K ﹤0.01% 1076
2025
Q3 		$5.39K Buy
+100
New +$5.05K ﹤0.01% 1118
2025
Q1 		– Sell
-479
Closed -$11.4K – 1589
2024
Q4 		$11.4K Hold
479
– – ﹤0.01% 863
2024
Q3 		$11.7K Hold
479
– – ﹤0.01% 762
2024
Q2 		$17K Buy
+479
New +$19.4K ﹤0.01% 1129

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ORG Partners's SYM Position: Q4 2025 in Review

ORG Partners increased its Symbotic (SYM) stake by 35% in Q4 2025, buying an estimated $2.31K and bringing the position to 135 shares worth $8.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

ORG Partners first reported a position in SYM in Q2 2024 and has held it in 5 quarters since. The position peaked at $17K in Q2 2024. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • ORG Partners held 135 shares of Symbotic worth $8.03K as of Q4 2025.
  • ORG Partners bought 35 Symbotic shares in Q4 2025, an estimated $2.31K.
  • Symbotic made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1076 holding.
  • ORG Partners first reported a position in Symbotic in Q2 2024 and has held it in 5 quarters since.
  • ORG Partners's Symbotic position peaked at $17K in Q2 2024.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.