TWD
SKYW icon

True Wealth Design’s Skywest SKYW Stock Holding History

True Wealth Design’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 		$5.69K Sell
62
-32
-34% -$3.15K ﹤0.01% 1154
2025
Q4 		$9.44K Sell
94
-1
-1% -$100 ﹤0.01% 887
2025
Q3 		$9.56K Sell
95
-6
-6% -$670 ﹤0.01% 845
2025
Q2 		$10.4K Buy
101
+11
+12% +$1.05K ﹤0.01% 567
2025
Q1 		$7.86K Buy
90
+11
+14% +$1.13K ﹤0.01% 545
2024
Q4 		$7.91K Buy
79
+5
+7% +$511 ﹤0.01% 456
2024
Q3 		$6.29K Buy
+74
New +$5.81K ﹤0.01% 510

Other funds holding SKYW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
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
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
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return