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Optimize Financial’s Skywest SKYW Stock Holding History

Optimize Financial’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
-2,695
Closed -$271K – 439
2025
Q4 		$271K Buy
2,695
+36
+1% +$3.6K 0.14% 292
2025
Q3 		$268K Buy
2,659
+288
+12% +$32.2K 0.14% 304
2025
Q2 		$244K Sell
2,371
-16
-0.7% -$1.52K 0.15% 187
2025
Q1 		$209K Sell
2,387
-344
-13% -$35.2K 0.08% 196
2024
Q4 		$273K Buy
+2,731
New +$279K 0.2% 151

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

Optimize Financial's SKYW Position: Q1 2026 in Review

Optimize Financial sold out of Skywest (SKYW) in Q1 2026, closing a stake of 2,695 shares — an estimated $271K sold.

Optimize Financial first reported a position in SKYW in Q4 2024 and held it in 5 quarters. The position peaked at $273K in Q4 2024. 354 funds tracked by Wall St. Rank hold SKYW as of Q1 2026.

  • Optimize Financial reported no remaining Skywest position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,695 Skywest shares in Q1 2026, an estimated $271K.
  • Optimize Financial first reported a position in Skywest in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Skywest position peaked at $273K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Skywest as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.