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Oxford Financial Group’s Skyworks Solutions SWKS Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-2,442
Closed -$217K – 292
2024
Q4 		$217K Sell
2,442
-58
-2% -$5.27K 0.01% 236
2024
Q3 		$247K Sell
2,500
-18
-0.7% -$1.91K 0.02% 218
2024
Q2 		$268K Buy
2,518
+63
+3% +$6.21K 0.02% 229
2024
Q1 		$266K Buy
2,455
+13
+0.5% +$1.36K 0.02% 197
2023
Q4 		$275K Hold
2,442
– – 0.02% 196
2023
Q3 		$241K Sell
2,442
-21
-0.9% -$2.23K 0.02% 193
2023
Q2 		$273K Buy
+2,463
New +$260K 0.03% 190

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Oxford Financial Group's SWKS Position: Q1 2025 in Review

Oxford Financial Group sold out of Skyworks Solutions (SWKS) in Q1 2025, closing a stake of 2,442 shares — an estimated $217K sold.

Oxford Financial Group first reported a position in SWKS in Q2 2023 and held it in 7 quarters. The position peaked at $275K in Q4 2023. 739 funds tracked by Wall St. Rank hold SWKS as of Q1 2025.

  • Oxford Financial Group reported no remaining Skyworks Solutions position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 2,442 Skyworks Solutions shares in Q1 2025, an estimated $217K.
  • Oxford Financial Group first reported a position in Skyworks Solutions in Q2 2023 and held it in 7 quarters.
  • Oxford Financial Group's Skyworks Solutions position peaked at $275K in Q4 2023.
  • 739 funds tracked by Wall St. Rank held Skyworks Solutions as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.