PWPS
SKYW icon

Pinnacle Wealth Planning Services’s Skywest SKYW Stock Holding History

Pinnacle Wealth Planning Services’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 		$206K Buy
2,247
+317
+16% +$31.3K 0.02% 466
2025
Q4 		$194K Sell
1,930
-257
-12% -$25.7K 0.02% 474
2025
Q3 		$220K Sell
2,187
-311
-12% -$34.7K 0.03% 417
2025
Q2 		$257K Buy
2,498
+179
+8% +$17K 0.03% 342
2025
Q1 		$203K Buy
2,319
+75
+3% +$7.67K 0.03% 364
2024
Q4 		$225K Sell
2,244
-338
-13% -$34.5K 0.03% 336
2024
Q3 		$220K Hold
2,582
– – 0.03% 431
2024
Q2 		$212K Buy
+2,582
New +$193K 0.03% 408
2021
Q1 		– Sell
-178
Closed -$8K – 1682
2020
Q4 		$8K Buy
+178
New +$6.5K ﹤0.01% 1482

Other funds holding SKYW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return