SC
SWI

Stephens Consulting’s SolarWinds Corporation Common Stock SWI Stock Holding History

Stephens Consulting’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$369 – 2076
2025
Q1 		$369 Buy
+20
New +$336 ﹤0.01% 1211

Other funds holding SWI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stephens Consulting's SWI Position: Q2 2025 in Review

Stephens Consulting sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 20 shares — an estimated $369 sold.

Stephens Consulting first reported a position in SWI in Q1 2025 and held it in 1 quarter. The position peaked at $369 in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

  • Stephens Consulting reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $369.
  • Stephens Consulting first reported a position in SolarWinds Corporation Common Stock in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's SolarWinds Corporation Common Stock position peaked at $369 in Q1 2025.
  • 1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.