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 Q3	$9.21K	Buy	95 +89	+1,483%	+$9.02K	﹤0.01%	1110
2026 Q2	$596	Sell	6 -56	-90%	-$4.98K	﹤0.01%	2144
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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's SKYW Position: Q3 2026 in Review

True Wealth Design increased its Skywest (SKYW) stake by 1,483% in Q3 2026, buying an estimated $9.02K and bringing the position to 95 shares worth $9.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

True Wealth Design first reported a position in SKYW in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.4K in Q2 2025. 29 funds tracked by Wall St. Rank hold SKYW as of Q3 2026.

True Wealth Design held 95 shares of Skywest worth $9.21K as of Q3 2026.
True Wealth Design bought 89 Skywest shares in Q3 2026, an estimated $9.02K.
Skywest made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1110 holding.
True Wealth Design first reported a position in Skywest in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Skywest position peaked at $10.4K in Q2 2025.
29 funds tracked by Wall St. Rank held Skywest as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.