VCM
SYM icon

Versant Capital Management’s Symbotic SYM Stock Holding History

Versant Capital 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
Q2 		$1.8K Hold
40
– – ﹤0.01% 2571
2026
Q1 		$2.13K Hold
40
– – ﹤0.01% 2556
2025
Q4 		$2.38K Hold
40
– – ﹤0.01% 2417
2025
Q3 		$2.16K Hold
40
– – ﹤0.01% 2400
2025
Q2 		$1.55K Hold
40
– – ﹤0.01% 2427
2025
Q1 		$808 Hold
40
– – ﹤0.01% 2380
2024
Q4 		$948 Hold
40
– – ﹤0.01% 2208
2024
Q3 		$976 Buy
+40
New +$1.09K ﹤0.01% 1747

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

Versant Capital Management's SYM Position: Q2 2026 in Review

Versant Capital Management held its Symbotic (SYM) position steady in Q2 2026 at 40 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Versant Capital Management first reported a position in SYM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.38K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Versant Capital Management held 40 shares of Symbotic worth $1.8K as of Q2 2026.
  • Versant Capital Management left its Symbotic share count unchanged in Q2 2026.
  • Symbotic made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2571 holding.
  • Versant Capital Management first reported a position in Symbotic in Q3 2024 and has held it in 8 quarters since.
  • Versant Capital Management's Symbotic position peaked at $2.38K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.