Patten Group’s Symbotic SYM Stock Holding History

Patten Group’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	–	Sell	-8,488	Closed	-$452K	–	338
2026 Q1	$452K	Buy	+8,488	New	+$486K	0.08%	210
2025 Q4	–	Sell	-4,230	Closed	-$228K	–	317
2025 Q3	$228K	Buy	+4,230	New	+$214K	0.04%	269

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

Patten Group's SYM Position: Q2 2026 in Review

Patten Group sold out of Symbotic (SYM) in Q2 2026, closing a stake of 8,488 shares — an estimated $452K sold.

Patten Group first reported a position in SYM in Q3 2025 and held it in 2 quarters. The position peaked at $452K in Q1 2026. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Patten Group reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
Patten Group sold 8,488 Symbotic shares in Q2 2026, an estimated $452K.
Patten Group first reported a position in Symbotic in Q3 2025 and held it in 2 quarters.
Patten Group's Symbotic position peaked at $452K in Q1 2026.
419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.