Basecamp Wealth Advisors’s SWK Holdings SWKH Stock Holding History

Basecamp Wealth Advisors’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	-1	Closed	-$17	–	1976
2026 Q1	$17	Buy	+1	New	+$17	﹤0.01%	1994

Other funds holding SWKH

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

Basecamp Wealth Advisors's SWKH Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 1 share — an estimated $17 sold.

Basecamp Wealth Advisors first reported a position in SWKH in Q1 2026 and held it in 1 quarter. The position peaked at $17 in Q1 2026. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

Basecamp Wealth Advisors reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 1 SWK Holdings share in Q2 2026, an estimated $17.
Basecamp Wealth Advisors first reported a position in SWK Holdings in Q1 2026 and held it in 1 quarter.
Basecamp Wealth Advisors's SWK Holdings position peaked at $17 in Q1 2026.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.