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SYM icon

SignatureFD’s Symbotic SYM Stock Holding History

SignatureFD’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 		$16.2K Sell
361
-7
-2% -$357 ﹤0.01% 2441
2026
Q1 		$19.6K Buy
368
+28
+8% +$1.6K ﹤0.01% 2208
2025
Q4 		$20.2K Buy
340
+12
+4% +$792 ﹤0.01% 2115
2025
Q3 		$17.7K Hold
328
– – ﹤0.01% 2169
2025
Q2 		$12.7K Buy
328
+70
+27% +$1.83K ﹤0.01% 2248
2025
Q1 		$5.21K Buy
+258
New +$6.59K ﹤0.01% 2589
2024
Q1 		– Sell
-200
Closed -$10.3K – 3259
2023
Q4 		$10.3K Buy
+200
New +$8.77K ﹤0.01% 2244

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

SignatureFD's SYM Position: Q2 2026 in Review

SignatureFD reduced its Symbotic (SYM) stake by 1.9% in Q2 2026, selling an estimated $357 and leaving 361 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

SignatureFD first reported a position in SYM in Q4 2023 and has held it in 7 quarters since. The position peaked at $20.2K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • SignatureFD held 361 shares of Symbotic worth $16.2K as of Q2 2026.
  • SignatureFD sold 7 Symbotic shares in Q2 2026, an estimated $357.
  • Symbotic made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2441 holding.
  • SignatureFD first reported a position in Symbotic in Q4 2023 and has held it in 7 quarters since.
  • SignatureFD's Symbotic position peaked at $20.2K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.