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Elevated Financial Group’s Skywest SKYW Stock Holding History

Elevated Financial Group’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 		– Sell
-3,908
Closed -$359K – 139
2026
Q1 		$359K Buy
3,908
+113
+3% +$11.1K 0.12% 96
2025
Q4 		$381K Buy
+3,795
New +$380K 0.13% 81

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

Elevated Financial Group's SKYW Position: Q2 2026 in Review

Elevated Financial Group sold out of Skywest (SKYW) in Q2 2026, closing a stake of 3,908 shares — an estimated $359K sold.

Elevated Financial Group first reported a position in SKYW in Q4 2025 and held it in 2 quarters. The position peaked at $381K in Q4 2025. 349 funds tracked by Wall St. Rank hold SKYW as of Q2 2026.

  • Elevated Financial Group reported no remaining Skywest position as of Q2 2026 after selling out during the quarter.
  • Elevated Financial Group sold 3,908 Skywest shares in Q2 2026, an estimated $359K.
  • Elevated Financial Group first reported a position in Skywest in Q4 2025 and held it in 2 quarters.
  • Elevated Financial Group's Skywest position peaked at $381K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Skywest as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.