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Ossiam’s Symbotic SYM Stock Holding History

Ossiam’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 		$546K Buy
12,144
+234
+2% +$11.9K 0.01% 492
2026
Q1 		$634K Buy
11,910
+5,632
+90% +$322K 0.01% 269
2025
Q4 		$374K Buy
+6,278
New +$415K 0.01% 306
2024
Q1 		– Sell
-3,133
Closed -$161K – 680
2023
Q4 		$161K Hold
3,133
– – ﹤0.01% 602
2023
Q3 		$105K Buy
+3,133
New +$129K ﹤0.01% 631

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ossiam's SYM Position: Q2 2026 in Review

Ossiam increased its Symbotic (SYM) stake by 2% in Q2 2026, buying an estimated $11.9K and bringing the position to 12,144 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #492.

Ossiam first reported a position in SYM in Q3 2023 and has held it in 5 quarters since. The position peaked at $634K in Q1 2026. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Ossiam held 12,144 shares of Symbotic worth $546K as of Q2 2026.
  • Ossiam bought 234 Symbotic shares in Q2 2026, an estimated $11.9K.
  • Symbotic made up 0.01% of Ossiam's portfolio in Q2 2026, its #492 holding.
  • Ossiam first reported a position in Symbotic in Q3 2023 and has held it in 5 quarters since.
  • Ossiam's Symbotic position peaked at $634K in Q1 2026.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.