Scientech Research LLC’s Symbotic SYM Stock Holding History

Scientech Research 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 Q1	–	Sell	-5,130	Closed	-$305K	–	725
2025 Q4	$305K	Sell	5,130 -4,765	-48%	-$315K	0.19%	197
2025 Q3	$533K	Sell	9,895 -15,271	-61%	-$772K	0.19%	243
2025 Q2	$978K	Buy	+25,166	New	+$659K	0.24%	119
2025 Q1	–	Sell	-10,244	Closed	-$243K	–	802
2024 Q4	$243K	Sell	10,244 -1,046	-9%	-$29.7K	0.07%	460
2024 Q3	$275K	Buy	+11,290	New	+$307K	0.05%	499
2024 Q2	–	Sell	-12,973	Closed	-$584K	–	738
2024 Q1	$584K	Buy	12,973 +8,368	+182%	+$367K	0.31%	96
2023 Q4	$236K	Buy	+4,605	New	+$202K	0.24%	191

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Scientech Research LLC's SYM Position: Q1 2026 in Review

Scientech Research LLC sold out of Symbotic (SYM) in Q1 2026, closing a stake of 5,130 shares — an estimated $305K sold.

Scientech Research LLC first reported a position in SYM in Q4 2023 and held it in 7 quarters. The position peaked at $978K in Q2 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Scientech Research LLC reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Scientech Research LLC sold 5,130 Symbotic shares in Q1 2026, an estimated $305K.
Scientech Research LLC first reported a position in Symbotic in Q4 2023 and held it in 7 quarters.
Scientech Research LLC's Symbotic position peaked at $978K in Q2 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Scientech Research LLC's 13F filing for Q1 2026, filed 15 May 2026.