Orion Portfolio Solutions’s SpringWorks Therapeutics SWTX Stock Holding History

Orion Portfolio Solutions’s Portfolio SWTX Stock Details SWTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.6M	Buy	36,222 +3,225	+10%	+$148K	0.02%	823
2024 Q4	$1.19M	Buy	32,997 +3,058	+10%	+$107K	0.01%	954
2024 Q3	$959K	Sell	29,939 -6,064	-17%	-$227K	0.01%	1061
2024 Q2	$1.36M	Buy	36,003 +7,125	+25%	+$300K	0.01%	834
2024 Q1	$1.42M	Buy	28,878 +7,124	+33%	+$329K	0.02%	821
2023 Q4	$903K	Sell	21,754 -6,823	-24%	-$178K	0.01%	995
2023 Q3	$661K	Sell	28,577 -614	-2%	-$16.8K	0.01%	1090
2023 Q2	$765K	Buy	29,191 +9,711	+50%	+$255K	0.01%	1052
2023 Q1	$501K	Buy	+19,480	New	+$569K	0.01%	1140

Other funds holding SWTX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Orion Portfolio Solutions's SWTX Position: Q1 2025 in Review

Orion Portfolio Solutions increased its SpringWorks Therapeutics (SWTX) stake by 9.8% in Q1 2025, buying an estimated $148K and bringing the position to 36,222 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #823.

Orion Portfolio Solutions first reported a position in SWTX in Q1 2023 and has held it in 9 quarters since. 306 funds tracked by Wall St. Rank hold SWTX as of Q1 2025.

Orion Portfolio Solutions held 36,222 shares of SpringWorks Therapeutics worth $1.6M as of Q1 2025.
Orion Portfolio Solutions bought 3,225 SpringWorks Therapeutics shares in Q1 2025, an estimated $148K.
SpringWorks Therapeutics made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #823 holding.
Orion Portfolio Solutions first reported a position in SpringWorks Therapeutics in Q1 2023 and has held it in 9 quarters since.
306 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.