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Stone House Investment Management’s Symbotic SYM Stock Holding History

Stone House Investment 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 		$423 Sell
9
-18
-67% -$917 ﹤0.01% 1057
2026
Q1 		$1.45K Buy
27
+7
+35% +$401 ﹤0.01% 646
2025
Q4 		$1.19K Sell
20
-80
-80% -$5.28K ﹤0.01% 616
2025
Q3 		$5.39K Buy
+100
New +$5.05K ﹤0.01% 356
2025
Q2 		– Sell
-255
Closed -$5.15K – 571
2025
Q1 		$5.15K Buy
+255
New +$6.51K ﹤0.01% 310
2024
Q4 		– Sell
-195
Closed -$4.76K – 311
2024
Q3 		$4.76K Buy
+195
New +$5.29K ﹤0.01% 278

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

Stone House Investment Management's SYM Position: Q2 2026 in Review

Stone House Investment Management reduced its Symbotic (SYM) stake by 67% in Q2 2026, selling an estimated $917 and leaving 9 shares worth $423. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Stone House Investment Management first reported a position in SYM in Q3 2024 and has held it in 6 quarters since. The position peaked at $5.39K in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Stone House Investment Management held 9 shares of Symbotic worth $423 as of Q2 2026.
  • Stone House Investment Management sold 18 Symbotic shares in Q2 2026, an estimated $917.
  • Symbotic made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1057 holding.
  • Stone House Investment Management first reported a position in Symbotic in Q3 2024 and has held it in 6 quarters since.
  • Stone House Investment Management's Symbotic position peaked at $5.39K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.