Root Financial Partners’s SWK Holdings SWKH Stock Holding History

Root Financial Partners’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	-1	Closed	-$17	–	2853
2026 Q1	$17	Buy	+1	New	+$17	﹤0.01%	3442

Other funds holding SWKH

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

Root Financial Partners's SWKH Position: Q2 2026 in Review

Root Financial Partners sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 1 share — an estimated $17 sold.

Root Financial Partners first reported a position in SWKH in Q1 2026 and held it in 1 quarter. The position peaked at $17 in Q1 2026. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

Root Financial Partners reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1 SWK Holdings share in Q2 2026, an estimated $17.
Root Financial Partners first reported a position in SWK Holdings in Q1 2026 and held it in 1 quarter.
Root Financial Partners's SWK Holdings position peaked at $17 in Q1 2026.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.