Pathstone Holdings’s Symbotic SYM Stock Holding History

Pathstone Holdings’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 Q1	$44K	Buy	+2,000	New	+$114K	﹤0.01%	2191

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pathstone Holdings's SYM Position: Q1 2026 in Review

Pathstone Holdings reduced its Symbotic (SYM) stake by 0.69% in Q1 2026, selling an estimated $8.13K and leaving 20,380 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Pathstone Holdings first reported a position in SYM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.22M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Pathstone Holdings held 20,380 shares of Symbotic worth $1.08M as of Q1 2026.
Pathstone Holdings sold 142 Symbotic shares in Q1 2026, an estimated $8.13K.
Symbotic made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1365 holding.
Pathstone Holdings first reported a position in Symbotic in Q4 2023 and has held it in 9 quarters since.
Pathstone Holdings's Symbotic position peaked at $1.22M in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.