Vident Advisory’s Symbotic SYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$615K Buy
13,673
+3,695
+37% +$188K ﹤0.01% 1255
2026
Q1
$531K Sell
9,978
-2,304
-19% -$132K ﹤0.01% 1222
2025
Q4
$731K Sell
12,282
-1,231
-9% -$81.3K 0.01% 956
2025
Q3
$728K Buy
13,513
+2,197
+19% +$111K 0.01% 985
2025
Q2
$440K Buy
+11,316
New +$296K ﹤0.01% 1137
2024
Q3
Sell
-7,417
Closed -$261K 1545
2024
Q2
$261K Buy
7,417
+722
+11% +$29.2K 0.01% 1178
2024
Q1
$301K Buy
+6,695
New +$293K 0.01% 1022

Other funds holding SYM

Vident Advisory's SYM Position: Q2 2026 in Review

Vident Advisory increased its Symbotic (SYM) stake by 37% in Q2 2026, buying an estimated $188K and bringing the position to 13,673 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Vident Advisory first reported a position in SYM in Q1 2024 and has held it in 7 quarters since. The position peaked at $731K in Q4 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Vident Advisory held 13,673 shares of Symbotic worth $615K as of Q2 2026.
  • Vident Advisory bought 3,695 Symbotic shares in Q2 2026, an estimated $188K.
  • Symbotic made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1255 holding.
  • Vident Advisory first reported a position in Symbotic in Q1 2024 and has held it in 7 quarters since.
  • Vident Advisory's Symbotic position peaked at $731K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.