TAM
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Thematics Asset Management’s Symbotic SYM Stock Holding History

Thematics Asset 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
2025
Q3 		$13.8M Sell
255,465
-356,029
-58% -$18M 0.62% 63
2025
Q2 		$23.8M Sell
611,494
-129,050
-17% -$3.38M 1.07% 33
2025
Q1 		$15M Sell
740,544
-14,318
-2% -$366K 0.76% 51
2024
Q4 		$17.9M Sell
754,862
-293,308
-28% -$8.34M 0.78% 49
2024
Q3 		$25.6M Buy
1,048,170
+242,661
+30% +$6.59M 1.01% 33
2024
Q2 		$28.3M Buy
805,509
+422,471
+110% +$17.1M 1.16% 22
2024
Q1 		$17.2M Buy
+383,038
New +$16.8M 0.72% 50

Other funds holding SYM

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WI
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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