Zazove Associates’s Symbotic SYM Stock Holding History

Zazove Associates’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	–	Sell	-5,000	Closed	-$298K	–	165
2025 Q4	$298K	Buy	+5,000	New	+$330K	0.03%	115

Other funds holding SYM

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zazove Associates's SYM Position: Q1 2026 in Review

Zazove Associates sold out of Symbotic (SYM) in Q1 2026, closing a stake of 5,000 shares — an estimated $298K sold.

Zazove Associates first reported a position in SYM in Q4 2025 and held it in 1 quarter. The position peaked at $298K in Q4 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

Zazove Associates reported no remaining Symbotic position as of Q1 2026 after selling out during the quarter.
Zazove Associates sold 5,000 Symbotic shares in Q1 2026, an estimated $298K.
Zazove Associates first reported a position in Symbotic in Q4 2025 and held it in 1 quarter.
Zazove Associates's Symbotic position peaked at $298K in Q4 2025.
412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

Based on Zazove Associates's 13F filing for Q1 2026, filed 15 Jun 2026.