IA
SWKH

IFP Advisors’s SWK Holdings SWKH Stock Holding History

IFP 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 		$1.37K Sell
86
-2
-2% -$33 ﹤0.01% 4398
2026
Q1 		$1.5K Hold
88
– – ﹤0.01% 4068
2025
Q4 		$1.51K Buy
88
+36
+69% +$594 ﹤0.01% 3935
2025
Q3 		$757 Buy
52
+19
+58% +$281 ﹤0.01% 4043
2025
Q2 		$516 Buy
+33
New +$467 ﹤0.01% 4430

IFP Advisors's SWKH Position: Q2 2026 in Review

IFP Advisors reduced its SWK Holdings (SWKH) stake by 2.3% in Q2 2026, selling an estimated $33 and leaving 86 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #4398.

IFP Advisors first reported a position in SWKH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51K in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

  • IFP Advisors held 86 shares of SWK Holdings worth $1.37K as of Q2 2026.
  • IFP Advisors sold 2 SWK Holdings shares in Q2 2026, an estimated $33.
  • SWK Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4398 holding.
  • IFP Advisors first reported a position in SWK Holdings in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's SWK Holdings position peaked at $1.51K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.