Polen Capital Management
SKYT

Polen Capital Management’s SkyWater Technology SKYT Stock Holding History

Polen 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 		– Sell
-12,715
Closed -$349K – 272
2026
Q1 		$349K Buy
+12,715
New +$374K ﹤0.01% 198

Other funds holding SKYT

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PIP
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New York State Common Retirement Fund
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Polen Capital Management sold out of SkyWater Technology (SKYT) in Q2 2026, closing a stake of 12,715 shares — an estimated $349K sold.

Polen Capital Management first reported a position in SKYT in Q1 2026 and held it in 1 quarter. The position peaked at $349K in Q1 2026. 44 funds tracked by Wall St. Rank hold SKYT as of Q2 2026.

  • Polen Capital Management reported no remaining SkyWater Technology position as of Q2 2026 after selling out during the quarter.
  • Polen Capital Management sold 12,715 SkyWater Technology shares in Q2 2026, an estimated $349K.
  • Polen Capital Management first reported a position in SkyWater Technology in Q1 2026 and held it in 1 quarter.
  • Polen Capital Management's SkyWater Technology position peaked at $349K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held SkyWater Technology as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.