GWI
SWKH

Grace & White Inc’s SWK Holdings SWKH Stock Holding History

Grace & White Inc’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
-18,721
Closed -$318K – 135
2026
Q1 		$318K Hold
18,721
– – 0.06% 115
2025
Q4 		$322K Hold
18,721
– – 0.06% 114
2025
Q3 		$272K Hold
18,721
– – 0.05% 117
2025
Q2 		$276K Sell
18,721
-4,905
-21% -$69.5K 0.05% 117
2025
Q1 		$326K Hold
23,626
– – 0.06% 112
2024
Q4 		$297K Buy
23,626
+2,361
+11% +$30.7K 0.06% 110
2024
Q3 		$291K Hold
21,265
– – 0.05% 113
2024
Q2 		$286K Hold
21,265
– – 0.05% 115
2024
Q1 		$294K Hold
21,265
– – 0.05% 114
2023
Q4 		$295K Hold
21,265
– – 0.05% 121
2023
Q3 		$265K Buy
+21,265
New +$269K 0.05% 122

Other funds holding SWKH

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

Grace & White Inc's SWKH Position: Q2 2026 in Review

Grace & White Inc sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 18,721 shares — an estimated $318K sold.

Grace & White Inc first reported a position in SWKH in Q3 2023 and held it in 11 quarters. The position peaked at $326K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

  • Grace & White Inc reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
  • Grace & White Inc sold 18,721 SWK Holdings shares in Q2 2026, an estimated $318K.
  • Grace & White Inc first reported a position in SWK Holdings in Q3 2023 and held it in 11 quarters.
  • Grace & White Inc's SWK Holdings position peaked at $326K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Grace & White Inc's 13F filing for Q2 2026, filed 17 Jul 2026.