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
Q3 		$4.13M Buy
98,200
+30,600
+45% +$1.29M ﹤0.01% 1322
2026
Q2 		$3.04M Buy
67,600
+18,600
+38% +$948K ﹤0.01% 1611
2026
Q1 		$2.61M Sell
49,000
-84,800
-63% -$4.85M ﹤0.01% 1600
2025
Q4 		$7.96M Sell
133,800
-36,400
-21% -$2.4M ﹤0.01% 993
2025
Q3 		$9.17M Buy
170,200
+51,500
+43% +$2.6M ﹤0.01% 1026
2025
Q2 		$4.61M Sell
118,700
-21,300
-15% -$558K ﹤0.01% 1417
2025
Q1 		$2.83M Sell
140,000
-100,800
-42% -$2.57M ﹤0.01% 1716
2024
Q4 		$5.71M Buy
240,800
+14,700
+7% +$418K ﹤0.01% 1386
2024
Q3 		$5.51M Buy
226,100
+145,000
+179% +$3.94M ﹤0.01% 1426
2024
Q2 		$2.85M Sell
81,100
-200
-0.2% -$8.09K ﹤0.01% 1884
2024
Q1 		$3.66M Sell
81,300
-24,100
-23% -$1.06M ﹤0.01% 1859
2023
Q4 		$5.41M Sell
105,400
-24,900
-19% -$1.09M ﹤0.01% 1482
2023
Q3 		$4.36M Buy
130,300
+89,400
+219% +$3.68M ﹤0.01% 1456
2023
Q2 		$1.75M Buy
40,900
+34,200
+510% +$1.12M ﹤0.01% 2078
2023
Q1 		$153K Buy
6,700
+1,900
+40% +$31.8K ﹤0.01% 4644
2022
Q4 		$57K Sell
4,800
-13,300
-73% -$155K ﹤0.01% 5713
2022
Q3 		$208K Buy
+18,100
New +$266K ﹤0.01% 4561

Other funds holding SYM

Walmart Inc
Walmart Inc Bentonville, Arkansas $673M AUM 21.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Simplex Trading's SYM Position: Q3 2026 in Review

Simplex Trading reduced its Symbotic (SYM) stake by 15% in Q3 2026, selling an estimated $350K and leaving 46,444 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Simplex Trading first reported a position in SYM in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.29M in Q2 2024. 239 funds tracked by Wall St. Rank hold SYM as of Q3 2026.

  • Simplex Trading held 46,444 shares of Symbotic worth $1.95M as of Q3 2026.
  • Simplex Trading sold 8,289 Symbotic shares in Q3 2026, an estimated $350K.
  • Symbotic made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #2012 holding.
  • Simplex Trading first reported a position in Symbotic in Q3 2022 and has held it in 12 quarters since.
  • Simplex Trading's Symbotic position peaked at $3.29M in Q2 2024.
  • 239 funds tracked by Wall St. Rank held Symbotic as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.