Geode Capital Management’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
-72,886
Closed -$1.24M 4558
2026
Q1
$1.24M Sell
72,886
-3,053
-4% -$52.1K ﹤0.01% 3296
2025
Q4
$1.31M Buy
75,939
+121
+0.2% +$2K ﹤0.01% 3296
2025
Q3
$1.1M Buy
75,818
+502
+0.7% +$7.42K ﹤0.01% 3358
2025
Q2
$1.11M Sell
75,316
-20,943
-22% -$297K ﹤0.01% 3293
2025
Q1
$1.33M Buy
96,259
+1,066
+1% +$14K ﹤0.01% 3202
2024
Q4
$1.2M Buy
95,193
+157
+0.2% +$2.04K ﹤0.01% 3301
2024
Q3
$1.3M Sell
95,036
-9,421
-9% -$128K ﹤0.01% 3259
2024
Q2
$1.41M Sell
104,457
-2,824
-3% -$38.4K ﹤0.01% 3196
2024
Q1
$1.48M Buy
107,281
+8,473
+9% +$114K ﹤0.01% 3226
2023
Q4
$1.37M Sell
98,808
-225
-0.2% -$2.94K ﹤0.01% 3221
2023
Q3
$1.24M Sell
99,033
-1,652
-2% -$20.9K ﹤0.01% 3239
2023
Q2
$1.34M Buy
100,685
+2,245
+2% +$30.8K ﹤0.01% 3242
2023
Q1
$1.39M Buy
98,440
+2,187
+2% +$32.2K ﹤0.01% 3195
2022
Q4
$1.34M Buy
96,253
+133
+0.1% +$1.96K ﹤0.01% 3221
2022
Q3
$1.29M Sell
96,120
-15,397
-14% -$214K ﹤0.01% 3266
2022
Q2
$1.54M Buy
111,517
+50,283
+82% +$748K ﹤0.01% 3214
2022
Q1
$819K Sell
61,234
-7
-0% -$104 ﹤0.01% 3706
2021
Q4
$952K Sell
61,241
-3,474
-5% -$52.4K ﹤0.01% 3748
2021
Q3
$931K Buy
64,715
+41,251
+176% +$595K ﹤0.01% 3721
2021
Q2
$326K Sell
23,464
-25,948
-53% -$339K ﹤0.01% 4129
2021
Q1
$569K Buy
49,412
+1,703
+4% +$19.2K ﹤0.01% 3759
2020
Q4
$543K Buy
47,709
+5,918
+14% +$68.5K ﹤0.01% 3564
2020
Q3
$463K Buy
41,791
+11,532
+38% +$121K ﹤0.01% 3448
2020
Q2
$287K Buy
+30,259
New +$300K ﹤0.01% 3557

Other funds holding SWKH

Geode Capital Management's SWKH Position: Q2 2026 in Review

Geode Capital Management sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 72,886 shares — an estimated $1.24M sold.

Geode Capital Management first reported a position in SWKH in Q2 2020 and held it in 24 quarters. The position peaked at $1.54M in Q2 2022. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

  • Geode Capital Management reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
  • Geode Capital Management sold 72,886 SWK Holdings shares in Q2 2026, an estimated $1.24M.
  • Geode Capital Management first reported a position in SWK Holdings in Q2 2020 and held it in 24 quarters.
  • Geode Capital Management's SWK Holdings position peaked at $1.54M in Q2 2022.
  • 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.