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Symbotic shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in Symbotic

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Symbotic by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 3.8k 59.50

More positions owned by Perennial Investment Advisors

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust State Street Spd (QUS)
Spdr Series Trust State Street Spd (SPYV)
Tesla Motors (TSLA)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Perennial Investment 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