William Blair & Company

William Blair & Company’s Symbotic SYM Stock Holding History

William Blair & Company’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	$6.12M	Sell	115,059 -8,878	-7%	-$508K	0.02%	456
2025 Q4	$7.37M	Sell	123,937 -3,701	-3%	-$244K	0.02%	425
2025 Q3	$6.88M	Sell	127,638 -3,681	-3%	-$186K	0.02%	446
2025 Q2	$5.1M	Sell	131,319 -4,479	-3%	-$117K	0.01%	489
2025 Q1	$2.74M	Buy	135,798 +74,707	+122%	+$1.91M	0.01%	640
2024 Q4	$1.45M	Sell	61,091 -1,375	-2%	-$39.1K	﹤0.01%	795
2024 Q3	$1.52M	Buy	62,466 +6,436	+11%	+$175K	﹤0.01%	784
2024 Q2	$1.97M	Buy	56,030 +22,665	+68%	+$917K	0.01%	695
2024 Q1	$1.5M	Buy	33,365 +26,925	+418%	+$1.18M	﹤0.01%	755
2023 Q4	$331K	Buy	+6,440	New	+$282K	﹤0.01%	1212
2023 Q3	–	Sell	-28,030	Closed	-$1.2M	–	1847
2023 Q2	$1.2M	Sell	28,030 -290	-1%	-$9.53K	﹤0.01%	789
2023 Q1	$647K	Buy	+28,320	New	+$473K	﹤0.01%	957

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Baillie Gifford & Co

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return