Raymond James Financial’s SWK Holdings SWKH Stock Holding History

Raymond James Financial’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	-47,442	Closed	-$807K	–	5574
2026 Q1	$807K	Sell	47,442 -23,492	-33%	-$401K	﹤0.01%	4009
2025 Q4	$1.22M	Sell	70,934 -7,675	-10%	-$127K	﹤0.01%	3651
2025 Q3	$1.14M	Buy	78,609 +3,952	+5%	+$58.4K	﹤0.01%	3596
2025 Q2	$1.1M	Buy	74,657 +50,953	+215%	+$722K	﹤0.01%	3512
2025 Q1	$327K	Buy	+23,704	New	+$312K	﹤0.01%	4167

Other funds holding SWKH

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial's SWKH Position: Q2 2026 in Review

Raymond James Financial sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 47,442 shares — an estimated $807K sold.

Raymond James Financial first reported a position in SWKH in Q1 2025 and held it in 5 quarters. The position peaked at $1.22M in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

Raymond James Financial reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
Raymond James Financial sold 47,442 SWK Holdings shares in Q2 2026, an estimated $807K.
Raymond James Financial first reported a position in SWK Holdings in Q1 2025 and held it in 5 quarters.
Raymond James Financial's SWK Holdings position peaked at $1.22M in Q4 2025.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.