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Vestmark Advisory Solutions’s Symbotic SYM Stock Holding History

Vestmark Advisory 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 		$431K Buy
+9,586
New +$489K ﹤0.01% 1179

Other funds holding SYM

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WI
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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

Vestmark Advisory Solutions's SYM Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in Symbotic (SYM) in Q2 2026: 9,586 shares worth $431K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Vestmark Advisory Solutions held 9,586 shares of Symbotic worth $431K as of Q2 2026.
  • Symbotic was a new Vestmark Advisory Solutions position in Q2 2026.
  • Symbotic made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1179 holding.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.