RIL
SWKH

Rothschild Investment LLC’s SWK Holdings SWKH Stock Holding History

Rothschild Investment LLC’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
-7
Closed -$119 – 3713
2026
Q1 		$119 Hold
7
– – ﹤0.01% 3378
2025
Q4 		$120 Buy
7
+2
+40% +$33 ﹤0.01% 3187
2025
Q3 		$73 Buy
+5
New +$74 ﹤0.01% 3080

Other funds holding SWKH

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

Rothschild Investment LLC's SWKH Position: Q2 2026 in Review

Rothschild Investment LLC sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 7 shares — an estimated $119 sold.

Rothschild Investment LLC first reported a position in SWKH in Q3 2025 and held it in 3 quarters. The position peaked at $120 in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

  • Rothschild Investment LLC reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 7 SWK Holdings shares in Q2 2026, an estimated $119.
  • Rothschild Investment LLC first reported a position in SWK Holdings in Q3 2025 and held it in 3 quarters.
  • Rothschild Investment LLC's SWK Holdings position peaked at $120 in Q4 2025.
  • 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.