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Symbotic shares owned by United Asset Strategies

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by United Asset Strategies from 13F filings

Historical chart of United Asset Strategies investment in Symbotic

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All positions including Symbotic held by United Asset Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by United Asset Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $598k 11k 53.20

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NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
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Meta Platforms Cl A (META)
Merck & Co (MRK)
Wisdomtree Tr Floatng Rat Trea (USFR)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Asml Hldg Nv N Y Registry Shs (ASML)
Mastercard Incorporated Cl A (MA)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for United Asset Strategies

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
Vanguard Group
SVF Sponsor III
Vanguard Portfolio Management
Vanguard Capital Management
Morgan Stanley
Susquehanna International
FMR
BlackRock
Goldman Sachs Group
Citadel Advisors
Mirae Asset Global Etfs Holdings
Bank of America Corporation

View all funds holding Symbotic