Versor Investments’s Symbotic SYM Stock Holding History

Versor Investments’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	-9,900	Closed	-$589K	–	509
2025 Q4	$589K	Sell	9,900 -529	-5%	-$34.9K	0.09%	275
2025 Q3	$562K	Buy	+10,429	New	+$527K	0.1%	278
2024 Q1	–	Sell	-5,700	Closed	-$293K	–	874
2023 Q4	$293K	Buy	+5,700	New	+$250K	0.06%	530

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SSI

SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Versor Investments's SYM Position: Q1 2026 in Review

Versor Investments sold out of Symbotic (SYM) in Q1 2026, closing a stake of 9,900 shares — an estimated $589K sold.

Versor Investments first reported a position in SYM in Q4 2023 and held it in 3 quarters. The position peaked at $589K in Q4 2025. 411 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Versor Investments reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Versor Investments sold 9,900 Symbotic shares in Q1 2026, an estimated $589K.
Versor Investments first reported a position in Symbotic in Q4 2023 and held it in 3 quarters.
Versor Investments's Symbotic position peaked at $589K in Q4 2025.
411 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.