PWMG
SWKH

Private Wealth Management Group’s SWK Holdings SWKH Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-68
Closed -$1.17K – 1545
2025
Q4 		$1.17K Buy
+68
New +$1.12K ﹤0.01% 1226

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Wealth Management Group's SWKH Position: Q1 2026 in Review

Private Wealth Management Group sold out of SWK Holdings (SWKH) in Q1 2026, closing a stake of 68 shares — an estimated $1.17K sold.

Private Wealth Management Group first reported a position in SWKH in Q4 2025 and held it in 1 quarter. The position peaked at $1.17K in Q4 2025. 60 funds tracked by Wall St. Rank hold SWKH as of Q1 2026.

  • Private Wealth Management Group reported no remaining SWK Holdings position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 68 SWK Holdings shares in Q1 2026, an estimated $1.17K.
  • Private Wealth Management Group first reported a position in SWK Holdings in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's SWK Holdings position peaked at $1.17K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held SWK Holdings as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.