Symbotic shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Symbotic
Tip: Access up to 7 years of quarterly data
All positions including Symbotic held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Symbotic by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $312k | 5.2k | 59.50 |
| 2025-09-30 | $771k | 14k | 53.90 |
| 2025-03-31 | $447k | 22k | 20.21 |
| 2024-12-31 | $440k | 19k | 23.71 |
| 2024-09-30 | $476k | 20k | 24.39 |
| 2024-06-30 | $1.1M | 32k | 35.16 |
| 2024-03-31 | $701k | 16k | 45.00 |
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