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Summit Wealth Group (Colorado)’s Skywest SKYW Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-3,220
Closed -$389K – 581
2025
Q3 		$389K Buy
+3,220
New +$360K 0.04% 305

Other funds holding SKYW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SKYW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Skywest (SKYW) in Q4 2025, closing a stake of 3,220 shares — an estimated $389K sold.

Summit Wealth Group (Colorado) first reported a position in SKYW in Q3 2025 and held it in 1 quarter. The position peaked at $389K in Q3 2025. 385 funds tracked by Wall St. Rank hold SKYW as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Skywest position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,220 Skywest shares in Q4 2025, an estimated $389K.
  • Summit Wealth Group (Colorado) first reported a position in Skywest in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Skywest position peaked at $389K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Skywest as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.