VIP
SYM icon

Vista Investment Partners’s Symbotic SYM Stock Holding History

Vista Investment Partners’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
2025
Q3 		– Sell
-7,956
Closed -$309K – 165
2025
Q2 		$309K Sell
7,956
-2,787
-26% -$73K 0.09% 128
2025
Q1 		$217K Sell
10,743
-556
-5% -$14.2K 0.07% 147
2024
Q4 		$268K Sell
11,299
-8,544
-43% -$243K 0.08% 138
2024
Q3 		$484K Sell
19,843
-8,056
-29% -$219K 0.15% 103
2024
Q2 		$981K Buy
27,899
+7,403
+36% +$300K 0.33% 77
2024
Q1 		$922K Buy
20,496
+2,046
+11% +$89.6K 0.31% 81
2023
Q4 		$947K Buy
+18,450
New +$809K 0.35% 71

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vista Investment Partners's SYM Position: Q3 2025 in Review

Vista Investment Partners sold out of Symbotic (SYM) in Q3 2025, closing a stake of 7,956 shares — an estimated $309K sold.

Vista Investment Partners first reported a position in SYM in Q4 2023 and held it in 7 quarters. The position peaked at $981K in Q2 2024. 335 funds tracked by Wall St. Rank hold SYM as of Q3 2025.

  • Vista Investment Partners reported no remaining Symbotic position as of Q3 2025 after selling out during the quarter.
  • Vista Investment Partners sold 7,956 Symbotic shares in Q3 2025, an estimated $309K.
  • Vista Investment Partners first reported a position in Symbotic in Q4 2023 and held it in 7 quarters.
  • Vista Investment Partners's Symbotic position peaked at $981K in Q2 2024.
  • 335 funds tracked by Wall St. Rank held Symbotic as of Q3 2025.

Based on Vista Investment Partners's 13F filing for Q3 2025, filed 16 Oct 2025.