Geode Capital Management
SKYT icon

Geode Capital Management’s SkyWater Technology SKYT Stock Holding History

Geode Capital Management’s Portfolio SKYT Stock Details SKYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22M Buy
802,694
+92,562
+13% +$2.72M ﹤0.01% 1950
2025
Q4 		$12.9M Buy
710,132
+69,656
+11% +$1.21M ﹤0.01% 2274
2025
Q3 		$12M Buy
640,476
+41,873
+7% +$484K ﹤0.01% 2316
2025
Q2 		$5.89M Sell
598,603
-3,322
-0.6% -$26.8K ﹤0.01% 2645
2025
Q1 		$4.27M Buy
601,925
+17,110
+3% +$168K ﹤0.01% 2731
2024
Q4 		$8.07M Sell
584,815
-2,118
-0.4% -$21K ﹤0.01% 2491
2024
Q3 		$5.33M Buy
586,933
+35,219
+6% +$294K ﹤0.01% 2727
2024
Q2 		$4.22M Buy
551,714
+111,467
+25% +$967K ﹤0.01% 2826
2024
Q1 		$4.48M Buy
440,247
+24,496
+6% +$241K ﹤0.01% 2753
2023
Q4 		$4M Buy
415,751
+44,767
+12% +$299K ﹤0.01% 2821
2023
Q3 		$2.23M Buy
370,984
+80,525
+28% +$611K ﹤0.01% 3037
2023
Q2 		$2.74M Buy
290,459
+81,748
+39% +$786K ﹤0.01% 3009
2023
Q1 		$2.38M Buy
208,711
+18,725
+10% +$210K ﹤0.01% 2955
2022
Q4 		$1.35M Buy
189,986
+17,043
+10% +$144K ﹤0.01% 3219
2022
Q3 		$1.32M Buy
172,943
+23,465
+16% +$277K ﹤0.01% 3256
2022
Q2 		$899K Buy
149,478
+12,057
+9% +$82.7K ﹤0.01% 3476
2022
Q1 		$1.49M Sell
137,421
-1,750
-1% -$19.2K ﹤0.01% 3414
2021
Q4 		$2.26M Sell
139,171
-3,336
-2% -$74.7K ﹤0.01% 3310
2021
Q3 		$3.88M Buy
142,507
+5,749
+4% +$150K ﹤0.01% 3056
2021
Q2 		$3.92M Buy
+136,758
New +$3.38M ﹤0.01% 3047

Other funds holding SKYT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management's SKYT Position: Q1 2026 in Review

Geode Capital Management increased its SkyWater Technology (SKYT) stake by 13% in Q1 2026, buying an estimated $2.72M and bringing the position to 802,694 shares worth $22M. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Geode Capital Management first reported a position in SKYT in Q2 2021 and has held it in 20 quarters since. 196 funds tracked by Wall St. Rank hold SKYT as of Q1 2026.

  • Geode Capital Management held 802,694 shares of SkyWater Technology worth $22M as of Q1 2026.
  • Geode Capital Management bought 92,562 SkyWater Technology shares in Q1 2026, an estimated $2.72M.
  • SkyWater Technology made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1950 holding.
  • Geode Capital Management first reported a position in SkyWater Technology in Q2 2021 and has held it in 20 quarters since.
  • 196 funds tracked by Wall St. Rank held SkyWater Technology as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.