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 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 $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

Patten Group's SYM Position: Q1 2026 in Review

Patten Group opened a new position in Symbotic (SYM) in Q1 2026: 8,488 shares worth $452K. The stake represents 0.08% of the portfolio and ranks #210 among its holdings. This is a return to the name: Patten Group previously reported a position in SYM as recently as Q3 2025.

Patten Group first reported a position in SYM in Q3 2025 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Patten Group held 8,488 shares of Symbotic worth $452K as of Q1 2026.
Symbotic was a new Patten Group position in Q1 2026.
Symbotic made up 0.08% of Patten Group's portfolio in Q1 2026, its #210 holding.
Patten Group first reported a position in Symbotic in Q3 2025 and has held it in 2 quarters since.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.