BTI
SWI

Blue Trust Inc’s SolarWinds Corporation Common Stock SWI Stock Holding History

Blue Trust Inc’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,185
Closed -$21.8K – 2634
2025
Q1 		$21.8K Hold
1,185
– – ﹤0.01% 1621
2024
Q4 		$16.9K Buy
1,185
+418
+54% +$5.64K ﹤0.01% 1662
2024
Q3 		$9.24K Buy
767
+486
+173% +$5.96K ﹤0.01% 2219
2024
Q2 		$3.55K Buy
+281
New +$3.25K ﹤0.01% 2300
2024
Q1 		– Sell
-240
Closed -$2K – 2832
2023
Q4 		$2K Buy
+240
New +$2.58K ﹤0.01% 2248
2023
Q2 		– Sell
-228
Closed -$2K – 2672
2023
Q1 		$2K Buy
+228
New +$2.12K ﹤0.01% 2079

Other funds holding SWI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Blue Trust Inc's SWI Position: Q2 2025 in Review

Blue Trust Inc sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 1,185 shares — an estimated $21.8K sold.

Blue Trust Inc first reported a position in SWI in Q1 2023 and held it in 6 quarters. The position peaked at $21.8K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

  • Blue Trust Inc reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 1,185 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $21.8K.
  • Blue Trust Inc first reported a position in SolarWinds Corporation Common Stock in Q1 2023 and held it in 6 quarters.
  • Blue Trust Inc's SolarWinds Corporation Common Stock position peaked at $21.8K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.