MPWT
SWKH

MassMutual Private Wealth & Trust’s SWK Holdings SWKH Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q3 		– Sell
-53
Closed -$781 – 2457
2025
Q2 		$781 Buy
+53
New +$751 ﹤0.01% 2168

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's SWKH Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of SWK Holdings (SWKH) in Q3 2025, closing a stake of 53 shares — an estimated $781 sold.

MassMutual Private Wealth & Trust first reported a position in SWKH in Q2 2025 and held it in 1 quarter. The position peaked at $781 in Q2 2025. 60 funds tracked by Wall St. Rank hold SWKH as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining SWK Holdings position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 53 SWK Holdings shares in Q3 2025, an estimated $781.
  • MassMutual Private Wealth & Trust first reported a position in SWK Holdings in Q2 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's SWK Holdings position peaked at $781 in Q2 2025.
  • 60 funds tracked by Wall St. Rank held SWK Holdings as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.