MC
SWI

McMorgan & Co’s SolarWinds Corporation Common Stock SWI Stock Holding History

McMorgan & Co’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-264,638
Closed -$4.88M – 59
2025
Q1 		$4.88M Sell
264,638
-1,175
-0.4% -$19.7K 0.78% 19
2024
Q4 		$3.79M Buy
265,813
+19,282
+8% +$260K 0.59% 24
2024
Q3 		$3.22M Buy
246,531
+29,238
+13% +$359K 0.5% 29
2024
Q2 		$2.62M Buy
+217,293
New +$2.51M 0.42% 34

Other funds holding SWI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

McMorgan & Co's SWI Position: Q2 2025 in Review

McMorgan & Co sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 264,638 shares — an estimated $4.88M sold.

McMorgan & Co first reported a position in SWI in Q2 2024 and held it in 4 quarters. The position peaked at $4.88M in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

  • McMorgan & Co reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • McMorgan & Co sold 264,638 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $4.88M.
  • McMorgan & Co first reported a position in SolarWinds Corporation Common Stock in Q2 2024 and held it in 4 quarters.
  • McMorgan & Co's SolarWinds Corporation Common Stock position peaked at $4.88M in Q1 2025.
  • 1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on McMorgan & Co's 13F filing for Q2 2025, filed 13 Aug 2025.