Rockefeller Capital Management
SYM icon

Rockefeller Capital Management’s Symbotic SYM Stock Holding History

Rockefeller Capital Management’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 		$715K Buy
15,900
+4,534
+40% +$231K ﹤0.01% 1894
2026
Q1 		$605K Buy
11,366
+1,123
+11% +$64.3K ﹤0.01% 1861
2025
Q4 		$609K Buy
10,243
+1,223
+14% +$80.8K ﹤0.01% 1797
2025
Q3 		$486K Buy
+9,020
New +$456K ﹤0.01% 1788
2023
Q1 		– Sell
-2,500
Closed -$29K – 3678
2022
Q4 		$29K Buy
+2,500
New +$29.1K ﹤0.01% 2653

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Vanguard Portfolio Management
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JP Morgan Chase
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Ameriprise
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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rockefeller Capital Management's SYM Position: Q2 2026 in Review

Rockefeller Capital Management increased its Symbotic (SYM) stake by 40% in Q2 2026, buying an estimated $231K and bringing the position to 15,900 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Rockefeller Capital Management first reported a position in SYM in Q4 2022 and has held it in 5 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Rockefeller Capital Management held 15,900 shares of Symbotic worth $715K as of Q2 2026.
  • Rockefeller Capital Management bought 4,534 Symbotic shares in Q2 2026, an estimated $231K.
  • Symbotic made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1894 holding.
  • Rockefeller Capital Management first reported a position in Symbotic in Q4 2022 and has held it in 5 quarters since.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.