Coldstream Capital Management’s SolarWinds Corporation Common Stock SWI Stock Holding History

Coldstream Capital Management’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	-262	Closed	-$4.83K	–	3551
2025 Q1	$4.83K	Buy	+262	New	+$4.4K	﹤0.01%	2714

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Coldstream Capital Management's SWI Position: Q2 2025 in Review

Coldstream Capital Management sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 262 shares — an estimated $4.83K sold.

Coldstream Capital Management first reported a position in SWI in Q1 2025 and held it in 1 quarter. The position peaked at $4.83K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Coldstream Capital Management reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 262 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $4.83K.
Coldstream Capital Management first reported a position in SolarWinds Corporation Common Stock in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's SolarWinds Corporation Common Stock position peaked at $4.83K in Q1 2025.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.