UBS AM
SYM icon

UBS AM’s Symbotic SYM Stock Holding History

UBS AM’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 		$4.92M Buy
109,508
+15,942
+17% +$812K ﹤0.01% 1618
2026
Q1 		$4.98M Buy
93,566
+2,835
+3% +$162K ﹤0.01% 1558
2025
Q4 		$5.4M Buy
90,731
+2,546
+3% +$168K ﹤0.01% 1426
2025
Q3 		$4.75M Sell
88,185
-46,261
-34% -$2.34M ﹤0.01% 1391
2025
Q2 		$5.22M Buy
134,446
+49,547
+58% +$1.3M ﹤0.01% 1686
2025
Q1 		$1.72M Buy
84,899
+11,098
+15% +$283K ﹤0.01% 2064
2024
Q4 		$1.75M Buy
73,801
+15,394
+26% +$437K ﹤0.01% 2120
2024
Q3 		$1.42M Sell
58,407
-15,708
-21% -$426K ﹤0.01% 2215
2024
Q2 		$2.61M Buy
74,115
+61,715
+498% +$2.5M ﹤0.01% 1853
2024
Q1 		$558K Hold
12,400
– – ﹤0.01% 2252
2023
Q4 		$636K Buy
12,400
+4,800
+63% +$210K ﹤0.01% 2238
2023
Q3 		$254K Buy
+7,600
New +$313K ﹤0.01% 2466

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

UBS AM's SYM Position: Q2 2026 in Review

UBS AM increased its Symbotic (SYM) stake by 17% in Q2 2026, buying an estimated $812K and bringing the position to 109,508 shares worth $4.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

UBS AM first reported a position in SYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.4M in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • UBS AM held 109,508 shares of Symbotic worth $4.92M as of Q2 2026.
  • UBS AM bought 15,942 Symbotic shares in Q2 2026, an estimated $812K.
  • Symbotic made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1618 holding.
  • UBS AM first reported a position in Symbotic in Q3 2023 and has held it in 12 quarters since.
  • UBS AM's Symbotic position peaked at $5.4M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.