JWM
SKYD

Jeppson Wealth Management’s Skydance Corporation SKYD Stock Holding History

Jeppson Wealth Management’s Portfolio SKYD Stock Details SKYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Sell
16,248
-1,979
-11% -$20.8K 0.05% 238
2026
Q1 		$164K Buy
18,227
+5,933
+48% +$64.9K 0.05% 228
2025
Q4 		$165K Buy
12,294
+209
+2% +$3.26K 0.05% 218
2025
Q3 		$229K Buy
+12,085
New +$191K 0.07% 193

Other funds holding SKYD

LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

Jeppson Wealth Management's SKYD Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Skydance Corporation (SKYD) stake by 11% in Q2 2026, selling an estimated $20.8K and leaving 16,248 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #238.

Jeppson Wealth Management first reported a position in SKYD in Q3 2025 and has held it in 4 quarters since. The position peaked at $229K in Q3 2025. 543 funds tracked by Wall St. Rank hold SKYD as of Q2 2026.

  • Jeppson Wealth Management held 16,248 shares of Skydance Corporation worth $160K as of Q2 2026.
  • Jeppson Wealth Management sold 1,979 Skydance Corporation shares in Q2 2026, an estimated $20.8K.
  • Skydance Corporation made up 0.05% of Jeppson Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Jeppson Wealth Management first reported a position in Skydance Corporation in Q3 2025 and has held it in 4 quarters since.
  • Jeppson Wealth Management's Skydance Corporation position peaked at $229K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Skydance Corporation as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.