MAI Capital Management’s SWK Holdings SWKH Stock Holding History

MAI Capital Management’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	-4	Closed	-$69	–	4420
2026 Q1	$69	Buy	4 +3	+300%	+$51	﹤0.01%	4817
2025 Q4	$18	Buy	+1	New	+$17	﹤0.01%	4312

Other funds holding SWKH

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

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

MAI Capital Management sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 4 shares — an estimated $69 sold.

MAI Capital Management first reported a position in SWKH in Q4 2025 and held it in 2 quarters. The position peaked at $69 in Q1 2026. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

MAI Capital Management reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 4 SWK Holdings shares in Q2 2026, an estimated $69.
MAI Capital Management first reported a position in SWK Holdings in Q4 2025 and held it in 2 quarters.
MAI Capital Management's SWK Holdings position peaked at $69 in Q1 2026.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.