Northwestern Mutual Wealth Management
SWKH

Northwestern Mutual Wealth Management’s SWK Holdings SWKH Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-4
Closed -$52 – 3982
2025
Q1 		$52 Buy
+4
New +$53 ﹤0.01% 3571

Other funds holding SWKH

CC
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MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 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 $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northwestern Mutual Wealth Management's SWKH Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of SWK Holdings (SWKH) in Q2 2025, closing a stake of 4 shares — an estimated $52 sold.

Northwestern Mutual Wealth Management first reported a position in SWKH in Q1 2025 and held it in 1 quarter. The position peaked at $52 in Q1 2025. 53 funds tracked by Wall St. Rank hold SWKH as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining SWK Holdings position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 4 SWK Holdings shares in Q2 2025, an estimated $52.
  • Northwestern Mutual Wealth Management first reported a position in SWK Holdings in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's SWK Holdings position peaked at $52 in Q1 2025.
  • 53 funds tracked by Wall St. Rank held SWK Holdings as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.