SPS
SYM icon

Susquehanna Portfolio Strategies’s Symbotic SYM Stock Holding History

Susquehanna Portfolio Strategies’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 		– Sell
-81,620
Closed -$4.34M – 1065
2026
Q1 		$4.34M Hold
81,620
– – 0.06% 328
2025
Q4 		$4.86M Hold
81,620
– – 0.08% 308
2025
Q3 		$4.4M Buy
81,620
+900
+1% +$45.5K 0.07% 340
2025
Q2 		$3.14M Buy
+80,720
New +$2.11M 0.07% 286
2024
Q1 		– Sell
-10,902
Closed -$560K – 948
2023
Q4 		$560K Buy
+10,902
New +$478K 0.01% 731

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

Susquehanna Portfolio Strategies's SYM Position: Q2 2026 in Review

Susquehanna Portfolio Strategies sold out of Symbotic (SYM) in Q2 2026, closing a stake of 81,620 shares — an estimated $4.34M sold.

Susquehanna Portfolio Strategies first reported a position in SYM in Q4 2023 and held it in 5 quarters. The position peaked at $4.86M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Susquehanna Portfolio Strategies reported no remaining Symbotic position as of Q2 2026 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 81,620 Symbotic shares in Q2 2026, an estimated $4.34M.
  • Susquehanna Portfolio Strategies first reported a position in Symbotic in Q4 2023 and held it in 5 quarters.
  • Susquehanna Portfolio Strategies's Symbotic position peaked at $4.86M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.