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Symbotic shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 21k 60.00
2025-09-30 $2.3M 43k 53.89
2025-06-30 $1.5M 39k 38.84
2025-03-31 $3.9k 195 20.20
2024-12-31 $782 33 23.71

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View all positions for EverSource Wealth Advisors

Top funds holding Symbotic

Softbank Group Corp
Navis Wealth Advisors
Walmart
Baillie Gifford & Co
Vanguard Group
SVF Sponsor III
Citadel Advisors
Susquehanna International
Jane Street
Mirae Asset Global Etfs Holdings
BlackRock
Ghisallo Capital Management
Raymond James Financial
Goldman Sachs Group
UBS Group

View all funds holding Symbotic