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Nvest Wealth Strategies’s Smith & Wesson SWBI Stock Holding History

Nvest Wealth Strategies’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-839
Closed -$12K – 421
2026
Q1 		$12K Hold
839
– – 0.01% 108
2025
Q4 		$8.28K Buy
+839
New +$8.1K 0.01% 130

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nvest Wealth Strategies's SWBI Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Smith & Wesson (SWBI) in Q2 2026, closing a stake of 839 shares — an estimated $12K sold.

Nvest Wealth Strategies first reported a position in SWBI in Q4 2025 and held it in 2 quarters. The position peaked at $12K in Q1 2026. 78 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Smith & Wesson position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 839 Smith & Wesson shares in Q2 2026, an estimated $12K.
  • Nvest Wealth Strategies first reported a position in Smith & Wesson in Q4 2025 and held it in 2 quarters.
  • Nvest Wealth Strategies's Smith & Wesson position peaked at $12K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.