Stratos Wealth Partners’s Skywest SKYW Stock Holding History

Stratos Wealth 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 Q1	$1.23M	Sell	13,349 -8,153	-38%	-$804K	0.01%	725
2025 Q4	$2.16M	Sell	21,502 -2,188	-9%	-$219K	0.02%	527
2025 Q3	$2.38M	Sell	23,690 -70	-0.3%	-$7.82K	0.03%	488
2025 Q2	$2.45M	Sell	23,760 -2,533	-10%	-$241K	0.03%	443
2025 Q1	$2.3M	Sell	26,293 -2,975	-10%	-$304K	0.04%	412
2024 Q4	$2.93M	Buy	29,268 +18,520	+172%	+$1.89M	0.04%	382
2024 Q3	$914K	Buy	10,748 +3,575	+50%	+$281K	0.01%	722
2024 Q2	$589K	Buy	+7,173	New	+$536K	0.01%	843
2020 Q1	–	Sell	-6,429	Closed	-$416K	–	1026
2019 Q4	$416K	Sell	6,429 -7,199	-53%	-$438K	0.02%	646
2019 Q3	$782K	Buy	13,628 +1,099	+9%	+$64.5K	0.03%	441
2019 Q2	$760K	Buy	+12,529	New	+$742K	0.03%	443
2018 Q4	–	Sell	-205	Closed	-$12K	–	2228
2018 Q3	$12K	Buy	+205	New	+$12.1K	﹤0.01%	2105
2018 Q2	–	Sell	-10,747	Closed	-$585K	–	2313
2018 Q1	$585K	Sell	10,747 -502	-4%	-$27.8K	0.02%	503
2017 Q4	$597K	Buy	+11,249	New	+$551K	0.03%	479

Other funds holding SKYW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return