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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return