Russell Investments Group
SYM icon

Russell Investments Group’s Symbotic SYM Stock Holding History

Russell Investments 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
Q1 		$882K Sell
16,583
-5,882
-26% -$337K ﹤0.01% 2281
2025
Q4 		$1.34M Buy
22,465
+2,727
+14% +$180K ﹤0.01% 2072
2025
Q3 		$1.06M Sell
19,738
-960
-5% -$48.5K ﹤0.01% 2182
2025
Q2 		$804K Buy
+20,698
New +$542K ﹤0.01% 2163
2023
Q4 		– Sell
-64,419
Closed -$2.15M – 3302
2023
Q3 		$2.15M Sell
64,419
-801
-1% -$33K ﹤0.01% 1505
2023
Q2 		$2.79M Sell
65,220
-3,908
-6% -$128K 0.01% 1372
2023
Q1 		$1.58M Buy
+69,128
New +$1.16M ﹤0.01% 1721

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return