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Atria Wealth Solutions’s Skywest SKYW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-2,558
Closed -$223K – 1853
2025
Q1 		$223K Buy
2,558
+19
+0.7% +$1.94K ﹤0.01% 1660
2024
Q4 		$254K Buy
+2,539
New +$259K ﹤0.01% 1656

Other funds holding SKYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SKYW Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Skywest (SKYW) in Q2 2025, closing a stake of 2,558 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in SKYW in Q4 2024 and held it in 2 quarters. The position peaked at $254K in Q4 2024. 374 funds tracked by Wall St. Rank hold SKYW as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Skywest position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,558 Skywest shares in Q2 2025, an estimated $223K.
  • Atria Wealth Solutions first reported a position in Skywest in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's Skywest position peaked at $254K in Q4 2024.
  • 374 funds tracked by Wall St. Rank held Skywest as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.