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
Q2 		$816K Sell
18,154
-70,784
-80% -$3.61M 0.01% 517
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 $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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

Voleon Capital Management's SYM Position: Q2 2026 in Review

Voleon Capital Management reduced its Symbotic (SYM) stake by 80% in Q2 2026, selling an estimated $3.61M and leaving 18,154 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #517.

Voleon Capital Management first reported a position in SYM in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.6M in Q4 2025. 419 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Voleon Capital Management held 18,154 shares of Symbotic worth $816K as of Q2 2026.
  • Voleon Capital Management sold 70,784 Symbotic shares in Q2 2026, an estimated $3.61M.
  • Symbotic made up 0.01% of Voleon Capital Management's portfolio in Q2 2026, its #517 holding.
  • Voleon Capital Management first reported a position in Symbotic in Q3 2025 and has held it in 4 quarters since.
  • Voleon Capital Management's Symbotic position peaked at $11.6M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.