Osaic Holdings
SYM icon

Osaic Holdings’s Symbotic SYM Stock Holding History

Osaic Holdings’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 		– Sell
-1
Closed -$1.87K – 8164
2025
Q3 		$1.87K Hold
1
– – ﹤0.01% 7159
2025
Q2 		$1.26K Hold
1
– – ﹤0.01% 7083
2025
Q1 		$260 Hold
1
– – ﹤0.01% 7129
2024
Q4 		$540 Hold
1
– – ﹤0.01% 7003
2024
Q3 		$750 Hold
1
– – ﹤0.01% 6919
2024
Q2 		$1.3K Hold
1
– – ﹤0.01% 6742
2024
Q1 		$2.19K Hold
1
– – ﹤0.01% 6435
2023
Q4 		$2.66K Buy
+1
New +$44 ﹤0.01% 6424

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
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
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 $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings's SYM Position: Q1 2026 in Review

Osaic Holdings increased its Symbotic (SYM) stake by 9.8% in Q1 2026, buying an estimated $252K and bringing the position to 49,177 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Osaic Holdings first reported a position in SYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.56M in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Osaic Holdings held 49,177 shares of Symbotic worth $2.62M as of Q1 2026.
  • Osaic Holdings bought 4,399 Symbotic shares in Q1 2026, an estimated $252K.
  • Symbotic made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #1849 holding.
  • Osaic Holdings first reported a position in Symbotic in Q4 2021 and has held it in 18 quarters since.
  • Osaic Holdings's Symbotic position peaked at $4.56M in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.