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Quadrant Capital Group’s Symbotic SYM Stock Holding History

Quadrant Capital 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
-800
Closed -$42.6K – 2431
2026
Q1 		$42.6K Buy
+800
New +$45.8K ﹤0.01% 1756
2024
Q3 		– Sell
-61
Closed -$2.15K – 2788
2024
Q2 		$2.15K Hold
61
– – ﹤0.01% 2463
2024
Q1 		$2.75K Hold
61
– – ﹤0.01% 2445
2023
Q4 		$3.13K Buy
+61
New +$2.67K ﹤0.01% 2386

Other funds holding SYM

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WI
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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

Quadrant Capital Group's SYM Position: Q2 2026 in Review

Quadrant Capital Group sold out of Symbotic (SYM) in Q2 2026, closing a stake of 800 shares — an estimated $42.6K sold.

Quadrant Capital Group first reported a position in SYM in Q4 2023 and held it in 4 quarters. The position peaked at $42.6K in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Quadrant Capital Group reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Quadrant Capital Group sold 800 Symbotic shares in Q2 2026, an estimated $42.6K.
  • Quadrant Capital Group first reported a position in Symbotic in Q4 2023 and held it in 4 quarters.
  • Quadrant Capital Group's Symbotic position peaked at $42.6K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Quadrant Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.