Select Equity Group’s Skyworks Solutions SWKS Stock Holding History

Select Equity Group’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	–	Sell	-15,351	Closed	-$822K	–	192
2026 Q1	$822K	Buy	+15,351	New	+$894K	﹤0.01%	171
2024 Q1	–	Sell	-396,742	Closed	-$44.6M	–	175
2023 Q4	$44.6M	Sell	396,742 -116,384	-23%	-$11.4M	0.16%	81
2023 Q3	$50.6M	Sell	513,126 -143,282	-22%	-$15.2M	0.21%	75
2023 Q2	$72.7M	Buy	656,408 +213,178	+48%	+$22.5M	0.27%	71
2023 Q1	$52.3M	Buy	443,230 +39,975	+10%	+$4.43M	0.19%	81
2022 Q4	$36.7M	Sell	403,255 -305,681	-43%	-$27.4M	0.14%	93
2022 Q3	$60.5M	Sell	708,936 -55,177	-7%	-$5.64M	0.21%	69
2022 Q2	$70.8M	Buy	764,113 +149,100	+24%	+$16.1M	0.23%	75
2022 Q1	$82M	Sell	615,013 -232,774	-27%	-$32.7M	0.27%	72
2021 Q4	$132M	Sell	847,787 -370,166	-30%	-$59.2M	0.36%	60
2021 Q3	$201M	Sell	1,217,953 -114,099	-9%	-$20.9M	0.67%	47
2021 Q2	$255M	Buy	1,332,052 +554,340	+71%	+$98.4M	0.87%	41
2021 Q1	$143M	Buy	777,712 +223,844	+40%	+$38.9M	0.52%	51
2020 Q4	$84.7M	Buy	553,868 +483,868	+691%	+$70.8M	0.35%	57
2020 Q3	$10.2M	Hold	70,000	–	–	0.05%	101
2020 Q2	$8.95M	Buy	+70,000	New	+$7.75M	0.05%	100

Other funds holding SWKS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Select Equity Group's SWKS Position: Q2 2026 in Review

Select Equity Group sold out of Skyworks Solutions (SWKS) in Q2 2026, closing a stake of 15,351 shares — an estimated $822K sold.

Select Equity Group first reported a position in SWKS in Q2 2020 and held it in 16 quarters. The position peaked at $255M in Q2 2021. 713 funds tracked by Wall St. Rank hold SWKS as of Q2 2026.

Select Equity Group reported no remaining Skyworks Solutions position as of Q2 2026 after selling out during the quarter.
Select Equity Group sold 15,351 Skyworks Solutions shares in Q2 2026, an estimated $822K.
Select Equity Group first reported a position in Skyworks Solutions in Q2 2020 and held it in 16 quarters.
Select Equity Group's Skyworks Solutions position peaked at $255M in Q2 2021.
713 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.