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Vega Investment Solutions’s Symbotic SYM Stock Holding History

Vega Investment Solutions’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 		$62K Buy
1,379
+278
+25% +$14.2K 0.01% 119
2026
Q1 		$58.6K Hold
1,101
– – 0.01% 91
2025
Q4 		$65.5K Buy
+1,101
New +$72.7K 0.01% 100
2025
Q2 		$42.8K Sell
1,101
-957
-47% -$25.1K 0.01% 116
2025
Q1 		$41.6K Buy
+2,058
New +$52.6K 0.01% 172

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Baillie Gifford & Co
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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

Vega Investment Solutions's SYM Position: Q2 2026 in Review

Vega Investment Solutions increased its Symbotic (SYM) stake by 25% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,379 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #119.

Vega Investment Solutions first reported a position in SYM in Q1 2025 and has held it in 5 quarters since. The position peaked at $65.5K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Vega Investment Solutions held 1,379 shares of Symbotic worth $62K as of Q2 2026.
  • Vega Investment Solutions bought 278 Symbotic shares in Q2 2026, an estimated $14.2K.
  • Symbotic made up 0.01% of Vega Investment Solutions's portfolio in Q2 2026, its #119 holding.
  • Vega Investment Solutions first reported a position in Symbotic in Q1 2025 and has held it in 5 quarters since.
  • Vega Investment Solutions's Symbotic position peaked at $65.5K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Vega Investment Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.