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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PlanVest Financial's SWKS Position: Q2 2026 in Review

PlanVest Financial increased its Skyworks Solutions (SWKS) stake by 0.47% in Q2 2026, buying an estimated $68 and bringing the position to 215 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #376.

PlanVest Financial first reported a position in SWKS in Q1 2026 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold SWKS as of Q2 2026.

  • PlanVest Financial held 215 shares of Skyworks Solutions worth $14.5K as of Q2 2026.
  • PlanVest Financial bought 1 Skyworks Solutions share in Q2 2026, an estimated $68.
  • Skyworks Solutions made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #376 holding.
  • PlanVest Financial first reported a position in Skyworks Solutions in Q1 2026 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.