O'Shaughnessy Asset Management’s Symbotic SYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SYM
WI
O'Shaughnessy Asset Management's SYM Position: Q2 2026 in Review
O'Shaughnessy Asset Management increased its Symbotic (SYM) stake by 45% in Q2 2026, buying an estimated $97.2K and bringing the position to 6,145 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.
O'Shaughnessy Asset Management first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $342K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.
- O'Shaughnessy Asset Management held 6,145 shares of Symbotic worth $276K as of Q2 2026.
- O'Shaughnessy Asset Management bought 1,908 Symbotic shares in Q2 2026, an estimated $97.2K.
- Symbotic made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1876 holding.
- O'Shaughnessy Asset Management first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
- O'Shaughnessy Asset Management's Symbotic position peaked at $342K in Q4 2025.
- 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.