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MWM
Modera Wealth Management’s
Skyworks Solutions
SWKS
Stock Holding History
Modera Wealth Management’s Portfolio
SWKS Stock Details
SWKS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-65,643
Closed
-$4.24M
–
655
2025
Q1
$4.24M
Sell
65,643
-4,739
-7%
-$361K
0.06%
191
2024
Q4
$6.24M
Sell
70,382
-10,084
-13%
-$916K
0.08%
161
2024
Q3
$7.95M
Sell
80,466
-3,001
-4%
-$318K
0.1%
128
2024
Q2
$8.9M
Sell
83,467
-3,280
-4%
-$323K
0.13%
121
2024
Q1
$9.4M
Buy
86,747
+2,467
+3%
+$259K
0.14%
120
2023
Q4
$9.47M
Sell
84,280
-5,249
-6%
-$514K
0.16%
111
2023
Q3
$8.83M
Buy
89,529
+6,091
+7%
+$648K
0.17%
111
2023
Q2
$9.24M
Buy
+83,438
New
+$8.8M
0.17%
111
2022
Q1
–
Sell
-2,059
Closed
-$319K
–
564
2021
Q4
$319K
Buy
+2,059
New
+$329K
0.01%
384
Other funds holding SWKS
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity International
Hamilton, Bermuda
$129B AUM
30.83%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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