PA
SYM icon

Pinnacle Associates’s Symbotic SYM Stock Holding History

Pinnacle Associates’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 		$951K Buy
21,154
+600
+3% +$30.6K 0.01% 548
2026
Q1 		$1.09M Buy
20,554
+7,442
+57% +$426K 0.01% 504
2025
Q4 		$780K Buy
13,112
+137
+1% +$9.05K 0.01% 565
2025
Q3 		$699K Sell
12,975
-4,290
-25% -$217K 0.01% 572
2025
Q2 		$671K Hold
17,265
– – 0.01% 571
2025
Q1 		$349K Buy
+17,265
New +$441K 0.01% 683
2024
Q4 		– Sell
-10,225
Closed -$525K – 888
2024
Q3 		$525K Sell
10,225
-5,890
-37% -$160K 0.01% 556
2024
Q2 		$567K Hold
16,115
– – 0.01% 560
2024
Q1 		$725K Buy
16,115
+5,890
+58% +$258K 0.01% 534
2023
Q4 		$525K Hold
10,225
– – 0.01% 565
2023
Q3 		$342K Buy
+10,225
New +$421K 0.01% 638

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

Pinnacle Associates's SYM Position: Q2 2026 in Review

Pinnacle Associates increased its Symbotic (SYM) stake by 2.9% in Q2 2026, buying an estimated $30.6K and bringing the position to 21,154 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #548.

Pinnacle Associates first reported a position in SYM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Pinnacle Associates held 21,154 shares of Symbotic worth $951K as of Q2 2026.
  • Pinnacle Associates bought 600 Symbotic shares in Q2 2026, an estimated $30.6K.
  • Symbotic made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #548 holding.
  • Pinnacle Associates first reported a position in Symbotic in Q3 2023 and has held it in 11 quarters since.
  • Pinnacle Associates's Symbotic position peaked at $1.09M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.