EWA
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EverSource Wealth Advisors’s Skywest SKYW Stock Holding History

EverSource 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 		$17.8K Sell
179
-167
-48% -$14.9K ﹤0.01% 2524
2026
Q1 		$31.8K Sell
346
-27
-7% -$2.66K ﹤0.01% 2214
2025
Q4 		$37.5K Sell
373
-417
-53% -$41.8K ﹤0.01% 1954
2025
Q3 		$79.5K Buy
790
+165
+26% +$18.4K ﹤0.01% 1397
2025
Q2 		$64.4K Buy
625
+339
+119% +$32.2K ﹤0.01% 1465
2025
Q1 		$25K Buy
286
+6
+2% +$614 ﹤0.01% 1572
2024
Q4 		$28K Sell
280
-22
-7% -$2.25K ﹤0.01% 1457
2024
Q3 		$25.7K Sell
302
-14
-4% -$1.1K ﹤0.01% 1362
2024
Q2 		$25.3K Sell
316
-5
-2% -$373 ﹤0.01% 1391
2024
Q1 		$23.4K Hold
321
– – ﹤0.01% 1283
2023
Q4 		$16.8K Hold
321
– – ﹤0.01% 1318
2023
Q3 		$13.5K Hold
321
– – ﹤0.01% 1286
2023
Q2 		$13.1K Hold
321
– – ﹤0.01% 1325
2023
Q1 		$7.12K Sell
321
-229
-42% -$4.48K ﹤0.01% 1512
2022
Q4 		$9.08K Buy
550
+114
+26% +$2K ﹤0.01% 1365
2022
Q3 		$7K Sell
436
-329
-43% -$6.97K ﹤0.01% 1260
2022
Q2 		$16K Hold
765
– – ﹤0.01% 897
2022
Q1 		$22K Buy
765
+338
+79% +$11K 0.01% 671
2021
Q4 		$17K Buy
+427
New +$19.1K ﹤0.01% 758

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

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

EverSource Wealth Advisors reduced its Skywest (SKYW) stake by 48% in Q2 2026, selling an estimated $14.9K and leaving 179 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

EverSource Wealth Advisors first reported a position in SKYW in Q4 2021 and has held it in 19 quarters since. The position peaked at $79.5K in Q3 2025. 350 funds tracked by Wall St. Rank hold SKYW as of Q2 2026.

  • EverSource Wealth Advisors held 179 shares of Skywest worth $17.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 167 Skywest shares in Q2 2026, an estimated $14.9K.
  • Skywest made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2524 holding.
  • EverSource Wealth Advisors first reported a position in Skywest in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Skywest position peaked at $79.5K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held Skywest as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.