Concurrent Investment Advisors’s Skywest SKYW Stock Holding History

Concurrent Investment Advisors’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	$804K	Buy	8,298 +115	+1%	+$11.7K	0.01%	1281
2026 Q2	$813K	Buy	8,183 +2,297	+39%	+$204K	0.01%	1126
2026 Q1	$540K	Sell	5,886 -1,758	-23%	-$173K	0.01%	1177
2025 Q4	$767K	Buy	7,644 +3,728	+95%	+$373K	0.01%	948
2025 Q3	$394K	Buy	3,916 +350	+10%	+$39.1K	0.01%	1028
2025 Q2	$367K	Buy	3,566 +865	+32%	+$82.2K	0.01%	971
2025 Q1	$236K	Buy	+2,701	New	+$276K	0.01%	1049

Other funds holding SKYW

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Concurrent Investment Advisors's SKYW Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Skywest (SKYW) stake by 1.4% in Q3 2026, buying an estimated $11.7K and bringing the position to 8,298 shares worth $804K. The position accounts for 0.01% of the portfolio, ranked #1281.

Concurrent Investment Advisors first reported a position in SKYW in Q1 2025 and has held it in 7 quarters since. The position peaked at $813K in Q2 2026. 29 funds tracked by Wall St. Rank hold SKYW as of Q3 2026.

Concurrent Investment Advisors held 8,298 shares of Skywest worth $804K as of Q3 2026.
Concurrent Investment Advisors bought 115 Skywest shares in Q3 2026, an estimated $11.7K.
Skywest made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1281 holding.
Concurrent Investment Advisors first reported a position in Skywest in Q1 2025 and has held it in 7 quarters since.
Concurrent Investment Advisors's Skywest position peaked at $813K in Q2 2026.
29 funds tracked by Wall St. Rank held Skywest as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.