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Root Financial Partners’s Skywest SKYW Stock Holding History

Root Financial Partners’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 		– Sell
-154
Closed -$14.1K – 2720
2026
Q1 		$14.1K Buy
154
+31
+25% +$3.06K ﹤0.01% 1518
2025
Q4 		$12.3K Buy
123
+7
+6% +$701 ﹤0.01% 1412
2025
Q3 		$11.7K Buy
+116
New +$13K ﹤0.01% 1391

Other funds holding SKYW

USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Root Financial Partners's SKYW Position: Q2 2026 in Review

Root Financial Partners sold out of Skywest (SKYW) in Q2 2026, closing a stake of 154 shares — an estimated $14.1K sold.

Root Financial Partners first reported a position in SKYW in Q3 2025 and held it in 3 quarters. The position peaked at $14.1K in Q1 2026. 79 funds tracked by Wall St. Rank hold SKYW as of Q2 2026.

  • Root Financial Partners reported no remaining Skywest position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 154 Skywest shares in Q2 2026, an estimated $14.1K.
  • Root Financial Partners first reported a position in Skywest in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Skywest position peaked at $14.1K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Skywest as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.