Covestor’s SWK Holdings SWKH Stock Holding History

Covestor’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	-32	Closed	-$1K	–	2828
2026 Q1	$1K	Sell	32 -78	-71%	-$1.33K	﹤0.01%	2149
2025 Q4	$2K	Sell	110 -40	-27%	-$661	﹤0.01%	1957
2025 Q3	$2K	Buy	+150	New	+$2.22K	﹤0.01%	1988
2023 Q4	–	Sell	-24	Closed	–	–	2698
2023 Q3	$0	Sell	24 -5	-17%	-$63	﹤0.01%	2695
2023 Q2	$0	Sell	29 -4	-12%	-$55	﹤0.01%	2632
2023 Q1	$0	Buy	33 +3	+10%	+$44	﹤0.01%	2569
2022 Q4	$0	Sell	30 -67	-69%	-$986	﹤0.01%	2592
2022 Q3	$1K	Buy	+97	New	+$1.35K	﹤0.01%	1852

Other funds holding SWKH

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

Covestor's SWKH Position: Q2 2026 in Review

Covestor sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 32 shares — an estimated $1K sold.

Covestor first reported a position in SWKH in Q3 2022 and held it in 8 quarters. The position peaked at $2K in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

Covestor reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
Covestor sold 32 SWK Holdings shares in Q2 2026, an estimated $1K.
Covestor first reported a position in SWK Holdings in Q3 2022 and held it in 8 quarters.
Covestor's SWK Holdings position peaked at $2K in Q4 2025.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.