Kapitalo Investimentos’s Smith & Wesson SWBI Stock Holding History

Kapitalo Investimentos’s Portfolio SWBI Stock Details SWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,859	Closed	-$112K	–	131
2025 Q2	$112K	Buy	+12,859	New	+$122K	0.02%	95

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Kapitalo Investimentos's SWBI Position: Q3 2025 in Review

Kapitalo Investimentos sold out of Smith & Wesson (SWBI) in Q3 2025, closing a stake of 12,859 shares — an estimated $112K sold.

Kapitalo Investimentos first reported a position in SWBI in Q2 2025 and held it in 1 quarter. The position peaked at $112K in Q2 2025. 166 funds tracked by Wall St. Rank hold SWBI as of Q3 2025.

Kapitalo Investimentos reported no remaining Smith & Wesson position as of Q3 2025 after selling out during the quarter.
Kapitalo Investimentos sold 12,859 Smith & Wesson shares in Q3 2025, an estimated $112K.
Kapitalo Investimentos first reported a position in Smith & Wesson in Q2 2025 and held it in 1 quarter.
Kapitalo Investimentos's Smith & Wesson position peaked at $112K in Q2 2025.
166 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2025.

Based on Kapitalo Investimentos's 13F filing for Q3 2025, filed 3 Nov 2025.