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Rothschild Investment LLC’s Symbotic SYM Stock Holding History

Rothschild Investment LLC’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 		$14.1K Buy
313
+55
+21% +$2.8K ﹤0.01% 1700
2026
Q1 		$13.7K Buy
258
+8
+3% +$458 ﹤0.01% 1562
2025
Q4 		$14.9K Buy
250
+50
+25% +$3.3K ﹤0.01% 1424
2025
Q3 		$10.8K Sell
200
-500
-71% -$25.3K ﹤0.01% 1411
2025
Q2 		$27.2K Sell
700
-500
-42% -$13.1K ﹤0.01% 950
2025
Q1 		$24.3K Sell
1,200
-25
-2% -$639 ﹤0.01% 944
2024
Q4 		$29K Sell
1,225
-2,132
-64% -$60.6K ﹤0.01% 914
2024
Q3 		$81.9K Sell
3,357
-20
-0.6% -$543 0.01% 694
2024
Q2 		$119K Buy
3,377
+3,337
+8,343% +$135K 0.01% 592
2024
Q1 		$1.8K Buy
+40
New +$1.75K ﹤0.01% 1224

Other funds holding SYM

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Rothschild Investment LLC's SYM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Symbotic (SYM) stake by 21% in Q2 2026, buying an estimated $2.8K and bringing the position to 313 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Rothschild Investment LLC first reported a position in SYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $119K in Q2 2024. 360 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Rothschild Investment LLC held 313 shares of Symbotic worth $14.1K as of Q2 2026.
  • Rothschild Investment LLC bought 55 Symbotic shares in Q2 2026, an estimated $2.8K.
  • Symbotic made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1700 holding.
  • Rothschild Investment LLC first reported a position in Symbotic in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Symbotic position peaked at $119K in Q2 2024.
  • 360 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.