VCM
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Voleon Capital Management’s Symbotic SYM Stock Holding History

Voleon 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
Q1 		$4.73M Sell
88,938
-105,223
-54% -$6.02M 0.1% 209
2025
Q4 		$11.6M Buy
194,161
+122,367
+170% +$8.08M 0.25% 84
2025
Q3 		$3.87M Buy
+71,794
New +$3.63M 0.09% 217

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Voleon Capital Management's SYM Position: Q1 2026 in Review

Voleon Capital Management reduced its Symbotic (SYM) stake by 54% in Q1 2026, selling an estimated $6.02M and leaving 88,938 shares worth $4.73M. The position accounts for 0.1% of the portfolio, ranked #209.

Voleon Capital Management first reported a position in SYM in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.6M in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • Voleon Capital Management held 88,938 shares of Symbotic worth $4.73M as of Q1 2026.
  • Voleon Capital Management sold 105,223 Symbotic shares in Q1 2026, an estimated $6.02M.
  • Symbotic made up 0.1% of Voleon Capital Management's portfolio in Q1 2026, its #209 holding.
  • Voleon Capital Management first reported a position in Symbotic in Q3 2025 and has held it in 3 quarters since.
  • Voleon Capital Management's Symbotic position peaked at $11.6M in Q4 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.