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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
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

Concurrent Investment Advisors's SKYW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Skywest (SKYW) stake by 39% in Q2 2026, buying an estimated $204K and bringing the position to 8,183 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #1126.

Concurrent Investment Advisors first reported a position in SKYW in Q1 2025 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold SKYW as of Q2 2026.

  • Concurrent Investment Advisors held 8,183 shares of Skywest worth $813K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,297 Skywest shares in Q2 2026, an estimated $204K.
  • Skywest made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1126 holding.
  • Concurrent Investment Advisors first reported a position in Skywest in Q1 2025 and has held it in 6 quarters since.
  • 351 funds tracked by Wall St. Rank held Skywest as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.