Modera Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Modera Wealth Management’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Modera Wealth Management's SWKS Position: Q2 2025 in Review

Modera Wealth Management sold out of Skyworks Solutions (SWKS) in Q2 2025, closing a stake of 65,643 shares — an estimated $4.24M sold.

Modera Wealth Management first reported a position in SWKS in Q4 2021 and held it in 9 quarters. The position peaked at $9.47M in Q4 2023. 755 funds tracked by Wall St. Rank hold SWKS as of Q2 2025.

Modera Wealth Management reported no remaining Skyworks Solutions position as of Q2 2025 after selling out during the quarter.
Modera Wealth Management sold 65,643 Skyworks Solutions shares in Q2 2025, an estimated $4.24M.
Modera Wealth Management first reported a position in Skyworks Solutions in Q4 2021 and held it in 9 quarters.
Modera Wealth Management's Skyworks Solutions position peaked at $9.47M in Q4 2023.
755 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2025.

Based on Modera Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.