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TCW Group’s Symbotic SYM Stock Holding History

TCW 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
2026
Q2 		$32.7M Sell
728,481
-2,685
-0.4% -$137K 0.22% 102
2026
Q1 		$38.9M Buy
731,166
+168,606
+30% +$9.65M 0.29% 83
2025
Q4 		$33.5M Buy
562,560
+56,458
+11% +$3.73M 0.24% 89
2025
Q3 		$27.3M Sell
506,102
-100,054
-17% -$5.06M 0.23% 89
2025
Q2 		$23.5M Buy
606,156
+12,714
+2% +$333K 0.18% 99
2025
Q1 		$12M Buy
593,442
+10,487
+2% +$268K 0.11% 122
2024
Q4 		$13.8M Buy
582,955
+198,681
+52% +$5.65M 0.12% 119
2024
Q3 		$9.37M Buy
384,274
+3,075
+0.8% +$83.5K 0.08% 137
2024
Q2 		$13.4M Sell
381,199
-2,484
-0.6% -$100K 0.12% 116
2024
Q1 		$17.3M Buy
383,683
+70,024
+22% +$3.07M 0.17% 105
2023
Q4 		$16.1M Sell
313,659
-30,472
-9% -$1.34M 0.18% 107
2023
Q3 		$11.5M Buy
344,131
+28,504
+9% +$1.17M 0.14% 122
2023
Q2 		$13.5M Buy
+315,627
New +$10.4M 0.15% 111

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

TCW Group's SYM Position: Q2 2026 in Review

TCW Group reduced its Symbotic (SYM) stake by 0.37% in Q2 2026, selling an estimated $137K and leaving 728,481 shares worth $32.7M. The position accounts for 0.22% of the portfolio, ranked #102.

TCW Group first reported a position in SYM in Q2 2023 and has held it in 13 quarters since. The position peaked at $38.9M in Q1 2026. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • TCW Group held 728,481 shares of Symbotic worth $32.7M as of Q2 2026.
  • TCW Group sold 2,685 Symbotic shares in Q2 2026, an estimated $137K.
  • Symbotic made up 0.22% of TCW Group's portfolio in Q2 2026, its #102 holding.
  • TCW Group first reported a position in Symbotic in Q2 2023 and has held it in 13 quarters since.
  • TCW Group's Symbotic position peaked at $38.9M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.