RhumbLine Advisers
SYM icon

RhumbLine Advisers’s Symbotic SYM Stock Holding History

RhumbLine 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 		– Sell
-1,769
Closed -$94.1K – 4248
2026
Q1 		$94.1K Hold
1,769
– – ﹤0.01% 3435
2025
Q4 		$105K Hold
1,769
– – ﹤0.01% 3449
2025
Q3 		$95.3K Hold
1,769
– – ﹤0.01% 3535
2025
Q2 		$68.7K Hold
1,769
– – ﹤0.01% 3620
2025
Q1 		$35.8K Hold
1,769
– – ﹤0.01% 3643
2024
Q4 		$41.9K Hold
1,769
– – ﹤0.01% 3692
2024
Q3 		$43.1K Buy
1,769
+1,475
+502% +$40K ﹤0.01% 3703
2024
Q2 		$10.3K Hold
294
– – ﹤0.01% 3976
2024
Q1 		$13.2K Hold
294
– – ﹤0.01% 3823
2023
Q4 		$15.1K Hold
294
– – ﹤0.01% 3812
2023
Q3 		$9.83K Hold
294
– – ﹤0.01% 3876
2023
Q2 		$12.6K Buy
+294
New +$9.66K ﹤0.01% 3895

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

RhumbLine Advisers's SYM Position: Q2 2026 in Review

RhumbLine Advisers sold out of Symbotic (SYM) in Q2 2026, closing a stake of 1,769 shares — an estimated $94.1K sold.

RhumbLine Advisers first reported a position in SYM in Q2 2023 and held it in 12 quarters. The position peaked at $105K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • RhumbLine Advisers reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • RhumbLine Advisers sold 1,769 Symbotic shares in Q2 2026, an estimated $94.1K.
  • RhumbLine Advisers first reported a position in Symbotic in Q2 2023 and held it in 12 quarters.
  • RhumbLine Advisers's Symbotic position peaked at $105K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.