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 $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return