Schroder Investment Management Group
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Schroder Investment Management Group’s Symbotic SYM Stock Holding History

Schroder Investment Management 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 		– Sell
-4,144
Closed -$250K – 1254
2025
Q4 		$250K Buy
+4,144
New +$274K ﹤0.01% 1109
2023
Q4 		– Sell
-7,369
Closed -$246K – 1269
2023
Q3 		$246K Buy
+7,369
New +$303K ﹤0.01% 1156

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WI
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Baillie Gifford & Co
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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 $1.56T 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 $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group's SYM Position: Q1 2026 in Review

Schroder Investment Management Group sold out of Symbotic (SYM) in Q1 2026, closing a stake of 4,144 shares — an estimated $250K sold.

Schroder Investment Management Group first reported a position in SYM in Q3 2023 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Schroder Investment Management Group reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Schroder Investment Management Group sold 4,144 Symbotic shares in Q1 2026, an estimated $250K.
  • Schroder Investment Management Group first reported a position in Symbotic in Q3 2023 and held it in 2 quarters.
  • Schroder Investment Management Group's Symbotic position peaked at $250K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.