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SYM icon

Parallel Advisors’s Symbotic SYM Stock Holding History

Parallel Advisors’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 		$17.8K Sell
396
-366
-48% -$18.7K ﹤0.01% 2672
2026
Q1 		$40.6K Buy
762
+143
+23% +$8.19K ﹤0.01% 2113
2025
Q4 		$36.9K Buy
619
+249
+67% +$16.4K ﹤0.01% 2007
2025
Q3 		$19.9K Buy
370
+105
+40% +$5.31K ﹤0.01% 2249
2025
Q2 		$10.3K Buy
265
+168
+173% +$4.4K ﹤0.01% 2465
2025
Q1 		$1.96K Buy
+97
New +$2.48K ﹤0.01% 2983
2024
Q3 		– Sell
-300
Closed -$10.5K – 3468
2024
Q2 		$10.5K Hold
300
– – ﹤0.01% 2297
2024
Q1 		$13.5K Buy
+300
New +$13.1K ﹤0.01% 2169

Other funds holding SYM

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parallel Advisors's SYM Position: Q2 2026 in Review

Parallel Advisors reduced its Symbotic (SYM) stake by 48% in Q2 2026, selling an estimated $18.7K and leaving 396 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Parallel Advisors first reported a position in SYM in Q1 2024 and has held it in 8 quarters since. The position peaked at $40.6K in Q1 2026. 315 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Parallel Advisors held 396 shares of Symbotic worth $17.8K as of Q2 2026.
  • Parallel Advisors sold 366 Symbotic shares in Q2 2026, an estimated $18.7K.
  • Symbotic made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2672 holding.
  • Parallel Advisors first reported a position in Symbotic in Q1 2024 and has held it in 8 quarters since.
  • Parallel Advisors's Symbotic position peaked at $40.6K in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.