EverSource Wealth Advisors’s SWK Holdings SWKH Stock Holding History

EverSource Wealth 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
2026 Q2	–	Sell	-70	Closed	-$1.19K	–	4538
2026 Q1	$1.19K	Sell	70 -2	-3%	-$34	﹤0.01%	3800
2025 Q4	$1.24K	Buy	72 +19	+36%	+$314	﹤0.01%	3652
2025 Q3	$772	Buy	53 +32	+152%	+$473	﹤0.01%	3832
2025 Q2	$310	Buy	21 +18	+600%	+$255	﹤0.01%	3992
2025 Q1	$35	Buy	+3	New	+$39	﹤0.01%	3933

Other funds holding SWKH

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

EverSource Wealth Advisors's SWKH Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 70 shares — an estimated $1.19K sold.

EverSource Wealth Advisors first reported a position in SWKH in Q1 2025 and held it in 5 quarters. The position peaked at $1.24K in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

EverSource Wealth Advisors reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 70 SWK Holdings shares in Q2 2026, an estimated $1.19K.
EverSource Wealth Advisors first reported a position in SWK Holdings in Q1 2025 and held it in 5 quarters.
EverSource Wealth Advisors's SWK Holdings position peaked at $1.24K in Q4 2025.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.