Allworth Financial’s SWK Holdings SWKH Stock Holding History

Allworth Financial’s Portfolio SWKH Stock Details SWKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-45	Closed	-$766	–	5390
2026 Q1	$766	Buy	45 +3	+7%	+$51	﹤0.01%	4640
2025 Q4	$723	Buy	42 +3	+8%	+$50	﹤0.01%	4452
2025 Q3	$568	Buy	39 +33	+550%	+$488	﹤0.01%	4406
2025 Q2	$89	Buy	+6	New	+$85	﹤0.01%	4405

Other funds holding SWKH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's SWKH Position: Q2 2026 in Review

Allworth Financial sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 45 shares — an estimated $766 sold.

Allworth Financial first reported a position in SWKH in Q2 2025 and held it in 4 quarters. The position peaked at $766 in Q1 2026. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

Allworth Financial reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 45 SWK Holdings shares in Q2 2026, an estimated $766.
Allworth Financial first reported a position in SWK Holdings in Q2 2025 and held it in 4 quarters.
Allworth Financial's SWK Holdings position peaked at $766 in Q1 2026.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.