Rothwell Investment Advisors, LLC’s Skywest SKYW Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio SKYW Stock Details SKYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.4K	Buy	+200	New	+$20.3K	0.01%	632

Other funds holding SKYW

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SKYW Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Skywest (SKYW) in Q3 2026: 200 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #632 among its holdings.

143 funds tracked by Wall St. Rank hold SKYW as of Q3 2026.

Rothwell Investment Advisors, LLC held 200 shares of Skywest worth $19.4K as of Q3 2026.
Skywest was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Skywest made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #632 holding.
143 funds tracked by Wall St. Rank held Skywest as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.