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Kerrisdale Advisers’s Skyworks Solutions SWKS Stock Holding History

Kerrisdale Advisers’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.36M Sell
123,340
-3,640
-3% -$248K 2.09% 8
2026
Q1 		$6.8M Buy
+126,980
New +$7.39M 2.59% 10

Other funds holding SWKS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Kerrisdale Advisers's SWKS Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Skyworks Solutions (SWKS) stake by 2.9% in Q2 2026, selling an estimated $248K and leaving 123,340 shares worth $8.36M. The position accounts for 2.09% of the portfolio, ranked #8.

Kerrisdale Advisers first reported a position in SWKS in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold SWKS as of Q2 2026.

  • Kerrisdale Advisers held 123,340 shares of Skyworks Solutions worth $8.36M as of Q2 2026.
  • Kerrisdale Advisers sold 3,640 Skyworks Solutions shares in Q2 2026, an estimated $248K.
  • Skyworks Solutions made up 2.09% of Kerrisdale Advisers's portfolio in Q2 2026, its #8 holding.
  • Kerrisdale Advisers first reported a position in Skyworks Solutions in Q1 2026 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.