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Physician Wealth Advisors’s Skywest SKYW Stock Holding History

Physician Wealth Advisors’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
Q2 		$188K Sell
1,888
-6
-0.3% -$534 0.02% 223
2026
Q1 		$174K Buy
1,894
+184
+11% +$18.1K 0.02% 209
2025
Q4 		$172K Sell
1,710
-6
-0.3% -$601 0.02% 216
2025
Q3 		$173K Hold
1,716
– – 0.02% 212
2025
Q2 		$177K Buy
1,716
+18
+1% +$1.71K 0.03% 204
2025
Q1 		$148K Hold
1,698
– – 0.03% 216
2024
Q4 		$170K Buy
+1,698
New +$173K 0.03% 198

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Physician Wealth Advisors's SKYW Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Skywest (SKYW) stake by 0.32% in Q2 2026, selling an estimated $534 and leaving 1,888 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #223.

Physician Wealth Advisors first reported a position in SKYW in Q4 2024 and has held it in 7 quarters since. 352 funds tracked by Wall St. Rank hold SKYW as of Q2 2026.

  • Physician Wealth Advisors held 1,888 shares of Skywest worth $188K as of Q2 2026.
  • Physician Wealth Advisors sold 6 Skywest shares in Q2 2026, an estimated $534.
  • Skywest made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #223 holding.
  • Physician Wealth Advisors first reported a position in Skywest in Q4 2024 and has held it in 7 quarters since.
  • 352 funds tracked by Wall St. Rank held Skywest as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.