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
Q2 		$1.64M Buy
36,412
+19,829
+120% +$1.01M ﹤0.01% 2196
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 $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

Russell Investments Group's SYM Position: Q2 2026 in Review

Russell Investments Group increased its Symbotic (SYM) stake by 120% in Q2 2026, buying an estimated $1.01M and bringing the position to 36,412 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Russell Investments Group first reported a position in SYM in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.79M in Q2 2023. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Russell Investments Group held 36,412 shares of Symbotic worth $1.64M as of Q2 2026.
  • Russell Investments Group bought 19,829 Symbotic shares in Q2 2026, an estimated $1.01M.
  • Symbotic made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #2196 holding.
  • Russell Investments Group first reported a position in Symbotic in Q1 2023 and has held it in 8 quarters since.
  • Russell Investments Group's Symbotic position peaked at $2.79M in Q2 2023.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.