Farther Finance Advisors’s SWK Holdings SWKH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-12
Closed -$201 6104
2026
Q1
$201 Hold
12
﹤0.01% 5431
2025
Q4
$206 Buy
+12
New +$198 ﹤0.01% 5207
2025
Q1
Sell
-3
Closed -$32 4415
2024
Q4
$32 Hold
3
﹤0.01% 3908
2024
Q3
$35 Buy
+3
New +$41 ﹤0.01% 3890
2024
Q1
Sell
-19
Closed -$263 3733
2023
Q4
$263 Buy
+19
New +$248 ﹤0.01% 3163

Other funds holding SWKH

Farther Finance Advisors's SWKH Position: Q2 2026 in Review

Farther Finance Advisors sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 12 shares — an estimated $201 sold.

Farther Finance Advisors first reported a position in SWKH in Q4 2023 and held it in 5 quarters. The position peaked at $263 in Q4 2023. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

  • Farther Finance Advisors reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 12 SWK Holdings shares in Q2 2026, an estimated $201.
  • Farther Finance Advisors first reported a position in SWK Holdings in Q4 2023 and held it in 5 quarters.
  • Farther Finance Advisors's SWK Holdings position peaked at $263 in Q4 2023.
  • 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.