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
2025 Q4	–	Sell	-1,865,100	Closed	-$101M	–	2336
2025 Q3	$101M	Buy	+1,865,100	New	+$94.3M	0.2%	93
2025 Q1	–	Sell	-1,100	Closed	-$44K	–	2015
2024 Q4	$44K	Buy	+1,100	New	+$31.3K	﹤0.01%	1803

Other funds holding SYM

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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. 412 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.
412 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.