Tidal Investments’s Symbotic SYM Stock Holding History

Tidal Investments’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	-3,908	Closed	-$233K	–	2573
2025 Q4	$233K	Sell	3,908 -1,867,522	-100%	-$123M	﹤0.01%	1944
2025 Q3	$101M	Buy	1,871,430 +1,866,184	+35,573%	+$94.3M	0.2%	91
2025 Q2	$204K	Buy	+5,246	New	+$137K	﹤0.01%	1760
2025 Q1	–	Sell	-174,672	Closed	-$4.14M	–	2014
2024 Q4	$4.14M	Buy	+174,672	New	+$4.96M	0.03%	459

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tidal Investments's SYM Position: Q1 2026 in Review

Tidal Investments sold out of Symbotic (SYM) in Q1 2026, closing a stake of 3,908 shares — an estimated $233K sold.

Tidal Investments first reported a position in SYM in Q4 2024 and held it in 4 quarters. The position peaked at $101M in Q3 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Tidal Investments reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Tidal Investments sold 3,908 Symbotic shares in Q1 2026, an estimated $233K.
Tidal Investments first reported a position in Symbotic in Q4 2024 and held it in 4 quarters.
Tidal Investments's Symbotic position peaked at $101M in Q3 2025.
411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.