SAM
SYM icon

Smartleaf Asset Management’s Symbotic SYM Stock Holding History

Smartleaf Asset Management’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 		$211 Hold
5
– – ﹤0.01% 3300
2026
Q1 		$237 Buy
+5
New +$286 ﹤0.01% 3318

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

Smartleaf Asset Management's SYM Position: Q2 2026 in Review

Smartleaf Asset Management held its Symbotic (SYM) position steady in Q2 2026 at 5 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Smartleaf Asset Management first reported a position in SYM in Q1 2026 and has held it in 2 quarters since. The position peaked at $237 in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Smartleaf Asset Management held 5 shares of Symbotic worth $211 as of Q2 2026.
  • Smartleaf Asset Management left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3300 holding.
  • Smartleaf Asset Management first reported a position in Symbotic in Q1 2026 and has held it in 2 quarters since.
  • Smartleaf Asset Management's Symbotic position peaked at $237 in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.