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Stonebridge Capital Advisors’s Symbotic SYM Stock Holding History

Stonebridge Capital Advisors’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
Q1 		– Sell
-3,618
Closed -$215K – 223
2025
Q4 		$215K Sell
3,618
-450
-11% -$29.7K 0.01% 202
2025
Q3 		$219K Buy
+4,068
New +$206K 0.02% 199

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stonebridge Capital Advisors's SYM Position: Q1 2026 in Review

Stonebridge Capital Advisors sold out of Symbotic (SYM) in Q1 2026, closing a stake of 3,618 shares — an estimated $215K sold.

Stonebridge Capital Advisors first reported a position in SYM in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Stonebridge Capital Advisors reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 3,618 Symbotic shares in Q1 2026, an estimated $215K.
  • Stonebridge Capital Advisors first reported a position in Symbotic in Q3 2025 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Symbotic position peaked at $219K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.