Sanctuary Advisors’s Symbotic SYM Stock Holding History

Sanctuary Advisors’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	–	Sell	-3,501	Closed	-$208K	–	2624
2025 Q4	$208K	Sell	3,501 -1,658	-32%	-$109K	﹤0.01%	2258
2025 Q3	$278K	Sell	5,159 -8,596	-62%	-$434K	﹤0.01%	2045
2025 Q2	$534K	Sell	13,755 -10,888	-44%	-$285K	﹤0.01%	1593
2025 Q1	$498K	Sell	24,643 -24,049	-49%	-$614K	﹤0.01%	1522
2024 Q4	$1.45M	Buy	48,692 +6,495	+15%	+$185K	0.01%	1041
2024 Q3	$1.64M	Buy	+42,197	New	+$1.15M	0.01%	988

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanctuary Advisors's SYM Position: Q1 2026 in Review

Sanctuary Advisors sold out of Symbotic (SYM) in Q1 2026, closing a stake of 3,501 shares — an estimated $208K sold.

Sanctuary Advisors first reported a position in SYM in Q3 2024 and held it in 6 quarters. The position peaked at $1.64M in Q3 2024. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Sanctuary Advisors reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Sanctuary Advisors sold 3,501 Symbotic shares in Q1 2026, an estimated $208K.
Sanctuary Advisors first reported a position in Symbotic in Q3 2024 and held it in 6 quarters.
Sanctuary Advisors's Symbotic position peaked at $1.64M in Q3 2024.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.