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Wealthspire Advisors (New York)’s Skywest SKYW Stock Holding History

Wealthspire Advisors (New York)’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
-238
Closed -$23.9K – 2585
2025
Q3 		$23.9K Buy
+238
New +$26.6K ﹤0.01% 1586

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 $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s SKYW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Skywest (SKYW) in Q4 2025, closing a stake of 238 shares — an estimated $23.9K sold.

Wealthspire Advisors (New York) first reported a position in SKYW in Q3 2025 and held it in 1 quarter. The position peaked at $23.9K in Q3 2025. 385 funds tracked by Wall St. Rank hold SKYW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Skywest position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 238 Skywest shares in Q4 2025, an estimated $23.9K.
  • Wealthspire Advisors (New York) first reported a position in Skywest in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Skywest position peaked at $23.9K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Skywest as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.