Steward Partners Investment Advisory’s SolarWinds Corporation Common Stock SWI Stock Holding History

Steward Partners Investment Advisory’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	-3,668	Closed	-$67.6K	–	4291
2025 Q1	$67.6K	Sell	3,668 -1,631	-31%	-$27.4K	﹤0.01%	2223
2024 Q4	$75.5K	Buy	5,299 +2,279	+75%	+$30.7K	﹤0.01%	2122
2024 Q3	$39.4K	Buy	3,020 +571	+23%	+$7.01K	﹤0.01%	2353
2024 Q2	$29.5K	Buy	+2,449	New	+$28.3K	﹤0.01%	2353

Other funds holding SWI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Steward Partners Investment Advisory's SWI Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 3,668 shares — an estimated $67.6K sold.

Steward Partners Investment Advisory first reported a position in SWI in Q2 2024 and held it in 4 quarters. The position peaked at $75.5K in Q4 2024. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

Steward Partners Investment Advisory reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,668 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $67.6K.
Steward Partners Investment Advisory first reported a position in SolarWinds Corporation Common Stock in Q2 2024 and held it in 4 quarters.
Steward Partners Investment Advisory's SolarWinds Corporation Common Stock position peaked at $75.5K in Q4 2024.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.