PAA
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Peregrine Asset Advisers’s Symbotic SYM Stock Holding History

Peregrine Asset Advisers’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 		$1.8M Sell
39,966
-4,753
-11% -$242K 0.39% 65
2026
Q1 		$2.38M Buy
+44,719
New +$2.56M 0.64% 47

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peregrine Asset Advisers's SYM Position: Q2 2026 in Review

Peregrine Asset Advisers reduced its Symbotic (SYM) stake by 11% in Q2 2026, selling an estimated $242K and leaving 39,966 shares worth $1.8M. The position accounts for 0.39% of the portfolio, ranked #65.

Peregrine Asset Advisers first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.38M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Peregrine Asset Advisers held 39,966 shares of Symbotic worth $1.8M as of Q2 2026.
  • Peregrine Asset Advisers sold 4,753 Symbotic shares in Q2 2026, an estimated $242K.
  • Symbotic made up 0.39% of Peregrine Asset Advisers's portfolio in Q2 2026, its #65 holding.
  • Peregrine Asset Advisers first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Peregrine Asset Advisers's Symbotic position peaked at $2.38M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Peregrine Asset Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.