NewEdge Advisors’s SWK Holdings SWKH Stock Holding History

NewEdge Advisors’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	-1,803	Closed	-$30.7K	–	4379
2026 Q1	$30.7K	Sell	1,803 -15,089	-89%	-$258K	﹤0.01%	3074
2025 Q4	$291K	Sell	16,892 -617	-4%	-$10.2K	﹤0.01%	2329
2025 Q3	$255K	Buy	17,509 +17,193	+5,441%	+$254K	﹤0.01%	2279
2025 Q2	$4.66K	Sell	316 -98	-24%	-$1.39K	﹤0.01%	3432
2025 Q1	$5.7K	Buy	414 +1	+0.2%	+$13	﹤0.01%	3267
2024 Q4	$5.18K	Buy	413 +62	+18%	+$806	﹤0.01%	3231
2024 Q3	$4.81K	Buy	+351	New	+$4.76K	﹤0.01%	3176

Other funds holding SWKH

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

NewEdge Advisors's SWKH Position: Q2 2026 in Review

NewEdge Advisors sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 1,803 shares — an estimated $30.7K sold.

NewEdge Advisors first reported a position in SWKH in Q3 2024 and held it in 7 quarters. The position peaked at $291K in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

NewEdge Advisors reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 1,803 SWK Holdings shares in Q2 2026, an estimated $30.7K.
NewEdge Advisors first reported a position in SWK Holdings in Q3 2024 and held it in 7 quarters.
NewEdge Advisors's SWK Holdings position peaked at $291K in Q4 2025.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.