&Partners’s Symbotic SYM Stock Holding History

&Partners’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	$6.33M	Buy	140,800 +51,241	+57%	+$2.61M	0.03%	513
2026 Q1	$4.76M	Buy	89,559 +80,152	+852%	+$4.59M	0.02%	536
2025 Q4	$560K	Buy	+9,407	New	+$621K	﹤0.01%	1547

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

&Partners's SYM Position: Q2 2026 in Review

&Partners increased its Symbotic (SYM) stake by 57% in Q2 2026, buying an estimated $2.61M and bringing the position to 140,800 shares worth $6.33M. The position accounts for 0.03% of the portfolio, ranked #513.

&Partners first reported a position in SYM in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

&Partners held 140,800 shares of Symbotic worth $6.33M as of Q2 2026.
&Partners bought 51,241 Symbotic shares in Q2 2026, an estimated $2.61M.
Symbotic made up 0.03% of &Partners's portfolio in Q2 2026, its #513 holding.
&Partners first reported a position in Symbotic in Q4 2025 and has held it in 3 quarters since.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.