Ray Dalio
SYM icon

Ray Dalio’s Symbotic SYM Stock Holding History

Ray Dalio’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 		$8.27M Buy
183,975
+6,988
+4% +$356K 0.03% 367
2026
Q1 		$9.42M Buy
176,987
+94,432
+114% +$5.41M 0.04% 275
2025
Q4 		$4.91M Buy
82,555
+4,935
+6% +$326K 0.02% 534
2025
Q3 		$4.18M Buy
+77,620
New +$3.92M 0.02% 530

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Walmart Inc
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

Ray Dalio's SYM Position: Q2 2026 in Review

Ray Dalio increased its Symbotic (SYM) stake by 3.9% in Q2 2026, buying an estimated $356K and bringing the position to 183,975 shares worth $8.27M. The position accounts for 0.03% of the portfolio, ranked #367.

Ray Dalio first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.42M in Q1 2026. 420 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Ray Dalio held 183,975 shares of Symbotic worth $8.27M as of Q2 2026.
  • Ray Dalio bought 6,988 Symbotic shares in Q2 2026, an estimated $356K.
  • Symbotic made up 0.03% of Ray Dalio's portfolio in Q2 2026, its #367 holding.
  • Ray Dalio first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Ray Dalio's Symbotic position peaked at $9.42M in Q1 2026.
  • 420 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.