Voloridge Investment Management
SYM icon

Voloridge Investment Management’s Symbotic SYM Stock Holding History

Voloridge Investment 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
2025
Q4 		– Sell
-229,620
Closed -$12.4M – 1347
2025
Q3 		$12.4M Buy
+229,620
New +$11.6M 0.04% 484
2024
Q4 		– Sell
-558,308
Closed -$13.6M – 1377
2024
Q3 		$13.6M Buy
558,308
+510,581
+1,070% +$13.9M 0.05% 484
2024
Q2 		$1.68M Sell
47,727
-47,159
-50% -$1.91M 0.01% 981
2024
Q1 		$4.27M Sell
94,886
-787,848
-89% -$34.5M 0.02% 693
2023
Q4 		$45.3M Buy
882,734
+141,333
+19% +$6.2M 0.18% 157
2023
Q3 		$24.8M Buy
741,401
+465,945
+169% +$19.2M 0.12% 233
2023
Q2 		$11.8M Buy
+275,456
New +$9.05M 0.06% 422

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WI
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Baillie Gifford & Co
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Voloridge Investment Management's SYM Position: Q4 2025 in Review

Voloridge Investment Management sold out of Symbotic (SYM) in Q4 2025, closing a stake of 229,620 shares — an estimated $12.4M sold.

Voloridge Investment Management first reported a position in SYM in Q2 2023 and held it in 7 quarters. The position peaked at $45.3M in Q4 2023. 402 funds tracked by Wall St. Rank hold SYM as of Q4 2025.

  • Voloridge Investment Management reported no remaining Symbotic position as of Q4 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 229,620 Symbotic shares in Q4 2025, an estimated $12.4M.
  • Voloridge Investment Management first reported a position in Symbotic in Q2 2023 and held it in 7 quarters.
  • Voloridge Investment Management's Symbotic position peaked at $45.3M in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Symbotic as of Q4 2025.

Based on Voloridge Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.