SEI Investments’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$399K Sell
8,887
-135,533
-94% -$6.91M ﹤0.01% 2738
2026
Q1
$7.68M Buy
144,420
+25,024
+21% +$1.43M 0.01% 1275
2025
Q4
$7.1M Buy
119,396
+24,255
+25% +$1.6M 0.01% 1212
2025
Q3
$5.13M Buy
95,141
+4,640
+5% +$234K 0.01% 1290
2025
Q2
$3.52M Buy
90,501
+15,218
+20% +$399K ﹤0.01% 1413
2025
Q1
$1.52M Buy
75,283
+16,948
+29% +$433K ﹤0.01% 1733
2024
Q4
$1.38M Buy
+58,335
New +$1.66M ﹤0.01% 1808

Other funds holding SYM

SEI Investments's SYM Position: Q2 2026 in Review

SEI Investments reduced its Symbotic (SYM) stake by 94% in Q2 2026, selling an estimated $6.91M and leaving 8,887 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

SEI Investments first reported a position in SYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.68M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • SEI Investments held 8,887 shares of Symbotic worth $399K as of Q2 2026.
  • SEI Investments sold 135,533 Symbotic shares in Q2 2026, an estimated $6.91M.
  • Symbotic made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2738 holding.
  • SEI Investments first reported a position in Symbotic in Q4 2024 and has held it in 7 quarters since.
  • SEI Investments's Symbotic position peaked at $7.68M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.