Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Symbotic SYM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$276K Sell
6,150
-7,365
-54% -$375K ﹤0.01% 1950
2026
Q1 		$719K Buy
13,515
+1,150
+9% +$65.8K ﹤0.01% 1615
2025
Q4 		$743K Sell
12,365
-17,223
-58% -$1.14M ﹤0.01% 1591
2025
Q3 		$1.59M Buy
29,588
+21,099
+249% +$1.07M ﹤0.01% 1384
2025
Q2 		$330K Buy
+8,489
New +$222K ﹤0.01% 1807

Other funds holding SYM

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's SYM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Symbotic (SYM) stake by 54% in Q2 2026, selling an estimated $375K and leaving 6,150 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q3 2025. 259 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 6,150 shares of Symbotic worth $276K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 7,365 Symbotic shares in Q2 2026, an estimated $375K.
  • Symbotic made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1950 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Symbotic in Q2 2025 and has held it in 5 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Symbotic position peaked at $1.59M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.