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 Q2	–	Sell	-194	Closed	-$3.3K	–	2955
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

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

Essential Partners's SWKH Position: Q2 2026 in Review

Essential Partners sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 194 shares — an estimated $3.3K sold.

Essential Partners first reported a position in SWKH in Q2 2025 and held it in 4 quarters. The position peaked at $3.35K in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

Essential Partners reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
Essential Partners sold 194 SWK Holdings shares in Q2 2026, an estimated $3.3K.
Essential Partners first reported a position in SWK Holdings in Q2 2025 and held it in 4 quarters.
Essential Partners's SWK Holdings position peaked at $3.35K in Q4 2025.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.