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Symbotic shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7M 37k 44.95
2024-06-30 $446k 13k 35.16

More positions owned by Kovitz Investment Group Partners

Apple Common (AAPL)
State St Spdr S&p500 Units Ser 1 S&p (SPY)
Nvidia Corp Common (NVDA)
Ishares Trust Core S&p 500 Etf (IVV)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Invesco Exchangetrad S&p 500 Quality Etf (SPHQ)
Adv Micro Devices Common (AMD)
Ishares Trust Ibonds Dec 2026 Term (IBTG)
Amazon Common (AMZN)
Ishares Trust Ibonds Dec 2027 Term (IBTH)
Broadcom Common (AVGO)
Micron Technology Common (MU)
Ishares Tr Mbs Fixed Bdfd (MBB)
Lam Research Corpora Common (LRCX)

View all positions for Kovitz Investment Group Partners

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
Vanguard Portfolio Management
Jpmorgan Chase & Co
Vanguard Capital Management
Morgan Stanley
Ameriprise Financial
BlackRock
Two Sigma Investments
FMR
Susquehanna International
Mirae Asset Global Etfs Holdings
Bank of America Corporation
Renaissance Technologies

View all funds holding Symbotic