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Ray Dalio’s SYM Holdings & Trades

First Buy
Q3 2025
Duration Held
3 Quarters
Largest Add
Q1 2026
+94,432 Shares
Current Position
176,987 Shares
$9.42 M Value

Ray Dalio's SYM Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 176,987 shares of Symbotic Inc. (SYM) worth $9.42 M, representing 0.04% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 3 quarters.

Based on 13F filings, Ray Dalio has maintained this position in SYM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 94,432 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Symbotic (SYM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Symbotic (SYM) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +94,432 Add 114.39% 176,987 $53.20
Q4 2025 +4,935 Add 6.36% 82,555 $59.50
Q3 2025 +77,620 New Buy 77,620 $53.90

Ray Dalio's Symbotic Investment FAQs

Ray Dalio first purchased Symbotic Inc. (SYM) in Q3 2025, acquiring 77,620 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Symbotic Inc. (SYM) for 3 quarters since Q3 2025.

Ray Dalio's largest addition to Symbotic Inc. (SYM) was in Q1 2026, adding 176,987 shares worth $9.42 M.

According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 176,987 shares of Symbotic Inc. (SYM), valued at approximately $9.42 M.

As of the Q1 2026 filing, Symbotic Inc. (SYM) represents approximately 0.04% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Symbotic Inc. (SYM) was 176,987 shares, as reported at the end of Q1 2026.