Verition Fund Management
SYM icon

Verition Fund Management’s Symbotic SYM Stock Holding History

Verition Fund Management’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
-13,500
Closed -$803K – 3479
2025
Q4 		$803K Sell
13,500
-200
-1% -$13.2K ﹤0.01% 2316
2025
Q3 		$738K Sell
13,700
-86,300
-86% -$4.36M ﹤0.01% 2763
2025
Q2 		$3.88M Buy
100,000
+23,200
+30% +$608K 0.02% 1373
2025
Q1 		$1.55M Buy
76,800
+26,800
+54% +$685K 0.01% 1757
2024
Q4 		$1.19M Buy
+50,000
New +$1.42M ﹤0.01% 1935

Other funds holding SYM

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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

Verition Fund Management's SYM Position: Q2 2026 in Review

Verition Fund Management reduced its Symbotic (SYM) stake by 2.4% in Q2 2026, selling an estimated $17.9K and leaving 14,337 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Verition Fund Management first reported a position in SYM in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.5M in Q3 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Verition Fund Management held 14,337 shares of Symbotic worth $644K as of Q2 2026.
  • Verition Fund Management sold 352 Symbotic shares in Q2 2026, an estimated $17.9K.
  • Symbotic made up ﹤0.01% of Verition Fund Management's portfolio in Q2 2026, its #1575 holding.
  • Verition Fund Management first reported a position in Symbotic in Q3 2023 and has held it in 12 quarters since.
  • Verition Fund Management's Symbotic position peaked at $12.5M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Verition Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.