Nisa Investment Advisors
SWKH

Nisa Investment Advisors’s SWK Holdings SWKH Stock Holding History

Nisa Investment 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
-21
Closed -$357 – 3180
2026
Q1 		$357 Buy
+21
New +$358 ﹤0.01% 2905
2025
Q4 		– Sell
-1,000
Closed -$14.6K – 3079
2025
Q3 		$14.6K Hold
1,000
– – ﹤0.01% 2130
2025
Q2 		$14.7K Buy
1,000
+966
+2,841% +$13.7K ﹤0.01% 2082
2025
Q1 		$470 Buy
+34
New +$447 ﹤0.01% 2815

Other funds holding SWKH

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Nisa Investment Advisors's SWKH Position: Q2 2026 in Review

Nisa Investment Advisors sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 21 shares — an estimated $357 sold.

Nisa Investment Advisors first reported a position in SWKH in Q1 2025 and held it in 4 quarters. The position peaked at $14.7K in Q2 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

  • Nisa Investment Advisors reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 21 SWK Holdings shares in Q2 2026, an estimated $357.
  • Nisa Investment Advisors first reported a position in SWK Holdings in Q1 2025 and held it in 4 quarters.
  • Nisa Investment Advisors's SWK Holdings position peaked at $14.7K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.