Perkins Capital Management’s SkyWater Technology SKYT Stock Holding History

Perkins Capital Management’s Portfolio SKYT Stock Details SKYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$414K	Sell	11,900 -14,500	-55%	-$496K	0.31%	56
2026 Q1	$724K	Sell	26,400 -107,250	-80%	-$3.15M	0.68%	44
2025 Q4	$2.43M	Sell	133,650 -36,400	-21%	-$632K	1.93%	12
2025 Q3	$3.17M	Buy	170,050 +78,800	+86%	+$911K	2.8%	7
2025 Q2	$898K	Sell	91,250 -13,000	-12%	-$105K	0.9%	37
2025 Q1	$739K	Sell	104,250 -500	-0.5%	-$4.91K	0.78%	41
2024 Q4	$1.45M	Hold	104,750	–	–	1.28%	27
2024 Q3	$951K	Sell	104,750 -7,000	-6%	-$58.4K	0.89%	36
2024 Q2	$855K	Sell	111,750 -6,000	-5%	-$52.1K	0.81%	39
2024 Q1	$1.2M	Sell	117,750 -500	-0.4%	-$4.92K	1%	35
2023 Q4	$1.14M	Sell	118,250 -18,250	-13%	-$122K	0.97%	35
2023 Q3	$822K	Hold	136,500	–	–	0.81%	38
2023 Q2	$1.29M	Sell	136,500 -3,500	-3%	-$33.6K	1.12%	34
2023 Q1	$1.59M	Hold	140,000	–	–	1.5%	25
2022 Q4	$995K	Buy	+140,000	New	+$1.18M	1.05%	35

Other funds holding SKYT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Perkins Capital Management's SKYT Position: Q2 2026 in Review

Perkins Capital Management reduced its SkyWater Technology (SKYT) stake by 55% in Q2 2026, selling an estimated $496K and leaving 11,900 shares worth $414K. The position accounts for 0.31% of the portfolio, ranked #56.

Perkins Capital Management first reported a position in SKYT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.17M in Q3 2025. 38 funds tracked by Wall St. Rank hold SKYT as of Q2 2026.

Perkins Capital Management held 11,900 shares of SkyWater Technology worth $414K as of Q2 2026.
Perkins Capital Management sold 14,500 SkyWater Technology shares in Q2 2026, an estimated $496K.
SkyWater Technology made up 0.31% of Perkins Capital Management's portfolio in Q2 2026, its #56 holding.
Perkins Capital Management first reported a position in SkyWater Technology in Q4 2022 and has held it in 15 quarters since.
Perkins Capital Management's SkyWater Technology position peaked at $3.17M in Q3 2025.
38 funds tracked by Wall St. Rank held SkyWater Technology as of Q2 2026.

Based on Perkins Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.