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Perennial Investment Advisors’s Symbotic SYM Stock Holding History

Perennial Investment Advisors’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
-3,895
Closed -$207K – 601
2026
Q1 		$207K Buy
3,895
+50
+1% +$2.86K 0.02% 473
2025
Q4 		$229K Buy
+3,845
New +$254K 0.02% 440

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

Perennial Investment Advisors's SYM Position: Q2 2026 in Review

Perennial Investment Advisors sold out of Symbotic (SYM) in Q2 2026, closing a stake of 3,895 shares — an estimated $207K sold.

Perennial Investment Advisors first reported a position in SYM in Q4 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Perennial Investment Advisors reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Perennial Investment Advisors sold 3,895 Symbotic shares in Q2 2026, an estimated $207K.
  • Perennial Investment Advisors first reported a position in Symbotic in Q4 2025 and held it in 2 quarters.
  • Perennial Investment Advisors's Symbotic position peaked at $229K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.