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Stonegate Investment Group’s Symbotic SYM Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$379K Buy
7,036
+29
+0.4% +$1.47K 0.01% 288
2025
Q2 		$272K Buy
+7,007
New +$184K 0.01% 321
2024
Q1 		– Sell
-6,200
Closed -$318K – 377
2023
Q4 		$318K Buy
+6,200
New +$272K 0.01% 245
2023
Q3 		– Sell
-5,200
Closed -$223K – 344
2023
Q2 		$223K Buy
+5,200
New +$171K 0.01% 286

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stonegate Investment Group's SYM Position: Q3 2025 in Review

Stonegate Investment Group increased its Symbotic (SYM) stake by 0.41% in Q3 2025, buying an estimated $1.47K and bringing the position to 7,036 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #288.

Stonegate Investment Group first reported a position in SYM in Q2 2023 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Stonegate Investment Group held 7,036 shares of Symbotic worth $379K as of Q3 2025.
  • Stonegate Investment Group bought 29 Symbotic shares in Q3 2025, an estimated $1.47K.
  • Symbotic made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #288 holding.
  • Stonegate Investment Group first reported a position in Symbotic in Q2 2023 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.