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Ostrum Asset Management’s Symbotic SYM Stock Holding History

Ostrum Asset Management’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
Q2 		– Sell
-2,058
Closed -$41.6K – 634
2025
Q1 		$41.6K Sell
2,058
-2,429
-54% -$62K ﹤0.01% 624
2024
Q4 		$106K Buy
4,487
+1,479
+49% +$42K 0.01% 582
2024
Q3 		$73.4K Hold
3,008
– – 0.01% 593
2024
Q2 		$106K Buy
3,008
+1,390
+86% +$56.2K 0.01% 582
2024
Q1 		$72.8K Buy
+1,618
New +$70.9K 0.01% 629

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ostrum Asset Management's SYM Position: Q2 2025 in Review

Ostrum Asset Management sold out of Symbotic (SYM) in Q2 2025, closing a stake of 2,058 shares — an estimated $41.6K sold.

Ostrum Asset Management first reported a position in SYM in Q1 2024 and held it in 5 quarters. The position peaked at $106K in Q4 2024. 279 funds tracked by Wall St. Rank hold SYM as of Q2 2025.

  • Ostrum Asset Management reported no remaining Symbotic position as of Q2 2025 after selling out during the quarter.
  • Ostrum Asset Management sold 2,058 Symbotic shares in Q2 2025, an estimated $41.6K.
  • Ostrum Asset Management first reported a position in Symbotic in Q1 2024 and held it in 5 quarters.
  • Ostrum Asset Management's Symbotic position peaked at $106K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Symbotic as of Q2 2025.

Based on Ostrum Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.