EWA
SKYW icon

EP Wealth Advisors’s Skywest SKYW Stock Holding History

EP Wealth 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 		– Sell
-137,530
Closed -$12.6M – 1864
2026
Q1 		$12.6M Sell
137,530
-151
-0.1% -$14.9K 0.06% 191
2025
Q4 		$13.8M Buy
+137,681
New +$13.8M 0.07% 163
2025
Q2 		$15.2M Sell
147,578
-1,636
-1% -$156K 0.1% 144
2025
Q1 		$13M Sell
149,214
-97,063
-39% -$9.93M 0.1% 135
2024
Q4 		$24.7M Sell
246,277
-10,184
-4% -$1.04M 0.2% 92
2024
Q3 		$21.8M Sell
256,461
-1,079
-0.4% -$84.7K 0.19% 100
2024
Q2 		$21.1M Buy
257,540
+154
+0.1% +$11.5K 0.22% 87
2024
Q1 		$17.8M Buy
257,386
+207
+0.1% +$12.3K 0.21% 87
2023
Q4 		$13.4M Buy
257,179
+548
+0.2% +$24.6K 0.17% 94
2023
Q3 		$10.8M Buy
256,631
+251,792
+5,203% +$10.6M 0.17% 96
2023
Q2 		$10.5M Sell
4,839
-1,342
-22% -$39.9K 0.15% 98
2023
Q1 		$471K Sell
6,181
-11,232
-65% -$220K 0.01% 412
2022
Q4 		$287K Sell
17,413
-2,724
-14% -$47.7K 0.01% 474
2022
Q3 		$327K Buy
20,137
+10,083
+100% +$214K 0.01% 298
2022
Q2 		$214K Buy
+10,054
New +$264K ﹤0.01% 558

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

EP Wealth Advisors's SKYW Position: Q2 2026 in Review

EP Wealth Advisors sold out of Skywest (SKYW) in Q2 2026, closing a stake of 137,530 shares — an estimated $12.6M sold.

EP Wealth Advisors first reported a position in SKYW in Q2 2022 and held it in 15 quarters. The position peaked at $24.7M in Q4 2024. 351 funds tracked by Wall St. Rank hold SKYW as of Q2 2026.

  • EP Wealth Advisors reported no remaining Skywest position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 137,530 Skywest shares in Q2 2026, an estimated $12.6M.
  • EP Wealth Advisors first reported a position in Skywest in Q2 2022 and held it in 15 quarters.
  • EP Wealth Advisors's Skywest position peaked at $24.7M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Skywest as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.