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Cathie Wood's Symbotic Inc. (SYM) position

Yes: as of Q1 2026, Cathie Wood holds 782K shares of SYM worth $42M (0.3% of the disclosed portfolio). Last quarter the position was increased by 21.7%. First disclosed Q4 2024.
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Current value
$42M
Shares held
782K
% of portfolio
0.3%
Est. average buy price (i)
$64.47
est. since Q4 2025
Quarter-end price
$53.20

Estimated trade prices

Average price in quarters with purchases
$37.35

SYM price vs Wood's position

Dates
$9$50$10020222023202420252026New position of 190K shares · Q4 2024. Average closing price $28.42 · Price range $23.04–$39.02190KsharespurchasedAdded 203K shares (106.9%) · Q1 2025. Average closing price $25.54 · Price range $20.16–$33.50203KsharespurchasedAdded 52K shares (13.3%) · Q2 2025. Average closing price $26.19 · Price range $17.50–$38.8552KsharespurchasedAdded 144K shares (32.4%) · Q3 2025. Average closing price $50.55 · Price range $39.68–$63.21144KsharespurchasedAdded 139K shares (21.7%) · Q1 2026. Average closing price $57.25 · Price range $47.41–$73.23139Ksharespurchased
Average closing price · filing quarter
$57.25
Price range · filing quarter
$47.41 – $73.23

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +139K +$8.0M +21.7% 782K May 12, 2026
Q4 2025 First covered 643K Feb 11, 2026
Q3 2025 Added +144K +$7.3M +32.4% 590K Nov 12, 2025
Q2 2025 Added +52K +$1.4M +13.3% 445K Jul 30, 2025
Q1 2025 Added +203K +$5.2M +106.9% 393K May 7, 2025
Q4 2024 New +190K +$5.4M 190K Feb 4, 2025
Data through Q1 2026 · filed May 12, 2026
6 grouped rows from 6 quarters

More Wood positions

Common questions

Does Cathie Wood own SYM?

Yes. As of Q1 2026, Cathie Wood disclosed 782K shares of SYM, worth $42M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Cathie Wood buy SYM?

Cathie Wood first disclosed a SYM position in Q4 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Cathie Wood sell SYM?

The quarter-by-quarter table above shows each sale and reduction Cathie Wood disclosed in SYM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SYM does Cathie Wood own?

Cathie Wood disclosed 782K shares of SYM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Cathie Wood pay for SYM?

Cathie Wood began building the SYM position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.