Vontobel Holding
SYM icon

Vontobel Holding’s Symbotic SYM Stock Holding History

Vontobel Holding’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 		$2.31M Buy
51,409
+34,181
+198% +$1.74M 0.01% 605
2026
Q1 		$917K Buy
17,228
+11,428
+197% +$654K ﹤0.01% 676
2025
Q4 		$345K Hold
5,800
– – ﹤0.01% 1121
2025
Q3 		$313K Hold
5,800
– – ﹤0.01% 1092
2025
Q2 		$225K Buy
+5,800
New +$152K ﹤0.01% 1134
2024
Q2 		– Sell
-5,500
Closed -$248K – 1147
2024
Q1 		$248K Buy
5,500
+1,290
+31% +$56.5K ﹤0.01% 953
2023
Q4 		$216K Sell
4,210
-1,890
-31% -$82.9K ﹤0.01% 1004
2023
Q3 		$204K Buy
+6,100
New +$251K ﹤0.01% 983

Other funds holding SYM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Vontobel Holding's SYM Position: Q2 2026 in Review

Vontobel Holding increased its Symbotic (SYM) stake by 198% in Q2 2026, buying an estimated $1.74M and bringing the position to 51,409 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #605.

Vontobel Holding first reported a position in SYM in Q3 2023 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Vontobel Holding held 51,409 shares of Symbotic worth $2.31M as of Q2 2026.
  • Vontobel Holding bought 34,181 Symbotic shares in Q2 2026, an estimated $1.74M.
  • Symbotic made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #605 holding.
  • Vontobel Holding first reported a position in Symbotic in Q3 2023 and has held it in 8 quarters since.
  • 189 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.