Steve Schonfeld’s Symbotic SYM Stock Holding History

Steve Schonfeld’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	$3.93M	Buy	87,482 +71,326	+441%	+$3.64M	0.01%	747
2026 Q1	$859K	Buy	+16,156	New	+$925K	0.01%	1168
2025 Q3	–	Sell	-16,536	Closed	-$642K	–	2568
2025 Q2	$642K	Buy	+16,536	New	+$433K	﹤0.01%	1463
2024 Q3	–	Sell	-6,100	Closed	-$214K	–	2411
2024 Q2	$214K	Buy	+6,100	New	+$247K	﹤0.01%	1794
2024 Q1	–	Sell	-8,300	Closed	-$426K	–	2399
2023 Q4	$426K	Buy	+8,300	New	+$364K	﹤0.01%	1338
2022 Q2	–	Sell	-32,283	Closed	-$320K	–	2984
2022 Q1	$320K	Buy	+32,283	New	+$319K	﹤0.01%	1659
2021 Q4	–	Sell	-18,700	Closed	-$184K	–	2525
2021 Q3	$184K	Hold	18,700	–	–	﹤0.01%	1798
2021 Q2	$186K	Sell	18,700 -1,300	-7%	-$13.1K	﹤0.01%	1694
2021 Q1	$202K	Buy	+20,000	New	+$205K	﹤0.01%	1501

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steve Schonfeld's SYM Position: Q2 2026 in Review

Steve Schonfeld increased its Symbotic (SYM) stake by 441% in Q2 2026, buying an estimated $3.64M and bringing the position to 87,482 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #747.

Steve Schonfeld first reported a position in SYM in Q1 2021 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

Steve Schonfeld held 87,482 shares of Symbotic worth $3.93M as of Q2 2026.
Steve Schonfeld bought 71,326 Symbotic shares in Q2 2026, an estimated $3.64M.
Symbotic made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #747 holding.
Steve Schonfeld first reported a position in Symbotic in Q1 2021 and has held it in 9 quarters since.
417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.