EP
SWKH

Essential Partners’s SWK Holdings SWKH Stock Holding History

Essential Partners’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
Q1 		$3.3K Sell
194
-1
-0.5% -$17 ﹤0.01% 1775
2025
Q4 		$3.35K Buy
195
+10
+5% +$165 ﹤0.01% 1594
2025
Q3 		$2.69K Buy
185
+171
+1,221% +$2.53K ﹤0.01% 1692
2025
Q2 		$206 Buy
+14
New +$198 ﹤0.01% 1935

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.28B AUM 41.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return