Clearstead Trust’s Skywest SKYW Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-22	Closed	-$2.21K	–	1463
2025 Q3	$2.21K	Hold	22	–	–	﹤0.01%	962
2025 Q2	$2.27K	Buy	+22	New	+$2.09K	﹤0.01%	916

Other funds holding SKYW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clearstead Trust's SKYW Position: Q4 2025 in Review

Clearstead Trust sold out of Skywest (SKYW) in Q4 2025, closing a stake of 22 shares — an estimated $2.21K sold.

Clearstead Trust first reported a position in SKYW in Q2 2025 and held it in 2 quarters. The position peaked at $2.27K in Q2 2025. 385 funds tracked by Wall St. Rank hold SKYW as of Q4 2025.

Clearstead Trust reported no remaining Skywest position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 22 Skywest shares in Q4 2025, an estimated $2.21K.
Clearstead Trust first reported a position in Skywest in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Skywest position peaked at $2.27K in Q2 2025.
385 funds tracked by Wall St. Rank held Skywest as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.