Simplex Trading
SYM icon

Simplex Trading’s Symbotic SYM Stock Holding History

Simplex Trading’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 		$2.46M Buy
54,733
+9,801
+22% +$499K ﹤0.01% 1812
2026
Q1 		$2.39M Sell
44,932
-4,675
-9% -$268K ﹤0.01% 1684
2025
Q4 		$2.95M Buy
+49,607
New +$3.28M ﹤0.01% 1669
2025
Q3 		– Sell
-34,245
Closed -$1.73M – 10045
2025
Q2 		$1.33M Buy
34,245
+9,617
+39% +$252K ﹤0.01% 2489
2025
Q1 		$497K Buy
+24,628
New +$629K ﹤0.01% 3416
2024
Q3 		– Sell
-93,493
Closed -$2.54M – 9553
2024
Q2 		$3.29M Buy
93,493
+30,533
+48% +$1.24M ﹤0.01% 1754
2024
Q1 		$2.83M Buy
+62,960
New +$2.76M ﹤0.01% 2081
2023
Q4 		– Sell
-47,316
Closed -$2.07M – 9800
2023
Q3 		$1.58M Buy
+47,316
New +$1.95M ﹤0.01% 2282
2023
Q2 		– Sell
-9,690
Closed -$318K – 9915
2023
Q1 		$221K Buy
9,690
+5,666
+141% +$94.7K ﹤0.01% 4206
2022
Q4 		$48K Sell
4,024
-4,836
-55% -$56.3K ﹤0.01% 5944
2022
Q3 		$101K Buy
+8,860
New +$130K ﹤0.01% 5517

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

Simplex Trading's SYM Position: Q2 2026 in Review

Simplex Trading increased its Symbotic (SYM) stake by 22% in Q2 2026, buying an estimated $499K and bringing the position to 54,733 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Simplex Trading first reported a position in SYM in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.29M in Q2 2024. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Simplex Trading held 54,733 shares of Symbotic worth $2.46M as of Q2 2026.
  • Simplex Trading bought 9,801 Symbotic shares in Q2 2026, an estimated $499K.
  • Symbotic made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #1812 holding.
  • Simplex Trading first reported a position in Symbotic in Q3 2022 and has held it in 11 quarters since.
  • Simplex Trading's Symbotic position peaked at $3.29M in Q2 2024.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.