PlanVest Financial
SWKS icon

PlanVest Financial’s Skyworks Solutions SWKS Stock Holding History

PlanVest Financial’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
2026
Q3 		$18.3K Hold
215
– – 0.01% 346
2026
Q2 		$14.5K Buy
215
+1
+0.5% +$68 0.01% 376
2026
Q1 		$11.5K Buy
+214
New +$12.5K 0.01% 363

Other funds holding SWKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

PlanVest Financial's SWKS Position: Q3 2026 in Review

PlanVest Financial held its Skyworks Solutions (SWKS) position steady in Q3 2026 at 215 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #346.

PlanVest Financial first reported a position in SWKS in Q1 2026 and has held it in 3 quarters since. 591 funds tracked by Wall St. Rank hold SWKS as of Q3 2026.

  • PlanVest Financial held 215 shares of Skyworks Solutions worth $18.3K as of Q3 2026.
  • PlanVest Financial left its Skyworks Solutions share count unchanged in Q3 2026.
  • Skyworks Solutions made up 0.01% of PlanVest Financial's portfolio in Q3 2026, its #346 holding.
  • PlanVest Financial first reported a position in Skyworks Solutions in Q1 2026 and has held it in 3 quarters since.
  • 591 funds tracked by Wall St. Rank held Skyworks Solutions as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.