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MorganRosel Wealth Management’s Skywest SKYW Stock Holding History

MorganRosel Wealth Management’s Portfolio SKYW Stock Details SKYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,211
Closed -$624K – 121
2025
Q4 		$624K Sell
6,211
-3,201
-34% -$321K 0.16% 81
2025
Q3 		$947K Buy
9,412
+1,244
+15% +$139K 0.25% 66
2025
Q2 		$841K Sell
8,168
-7,401
-48% -$703K 0.23% 68
2025
Q1 		$1.36M Buy
15,569
+2,320
+18% +$237K 0.41% 41
2024
Q4 		$1.33M Sell
13,249
-4,286
-24% -$438K 0.44% 44
2024
Q3 		$1.49M Buy
+17,535
New +$1.38M 0.49% 37

Other funds holding SKYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

MorganRosel Wealth Management's SKYW Position: Q1 2026 in Review

MorganRosel Wealth Management sold out of Skywest (SKYW) in Q1 2026, closing a stake of 6,211 shares — an estimated $624K sold.

MorganRosel Wealth Management first reported a position in SKYW in Q3 2024 and held it in 6 quarters. The position peaked at $1.49M in Q3 2024. 354 funds tracked by Wall St. Rank hold SKYW as of Q1 2026.

  • MorganRosel Wealth Management reported no remaining Skywest position as of Q1 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 6,211 Skywest shares in Q1 2026, an estimated $624K.
  • MorganRosel Wealth Management first reported a position in Skywest in Q3 2024 and held it in 6 quarters.
  • MorganRosel Wealth Management's Skywest position peaked at $1.49M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held Skywest as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.