CA
SWKH

Clearstead Advisors’s SWK Holdings SWKH Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-6
Closed -$88 – 3221
2025
Q3 		$88 Buy
+6
New +$89 ﹤0.01% 2942

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Advisors's SWKH Position: Q4 2025 in Review

Clearstead Advisors sold out of SWK Holdings (SWKH) in Q4 2025, closing a stake of 6 shares — an estimated $88 sold.

Clearstead Advisors first reported a position in SWKH in Q3 2025 and held it in 1 quarter. The position peaked at $88 in Q3 2025. 59 funds tracked by Wall St. Rank hold SWKH as of Q4 2025.

  • Clearstead Advisors reported no remaining SWK Holdings position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 6 SWK Holdings shares in Q4 2025, an estimated $88.
  • Clearstead Advisors first reported a position in SWK Holdings in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's SWK Holdings position peaked at $88 in Q3 2025.
  • 59 funds tracked by Wall St. Rank held SWK Holdings as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.