Steward Partners Investment Advisory’s SpringWorks Therapeutics SWTX Stock Holding History

Steward Partners Investment Advisory’s Portfolio SWTX Stock Details SWTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-100	Closed	-$4.7K	–	4387
2025 Q2	$4.7K	Sell	100 -26	-21%	-$1.16K	﹤0.01%	3502
2025 Q1	$5.56K	Hold	126	–	–	﹤0.01%	3352
2024 Q4	$4.55K	Buy	126 +26	+26%	+$908	﹤0.01%	3395
2024 Q3	$3.2K	Hold	100	–	–	﹤0.01%	3308
2024 Q2	$3.77K	Hold	100	–	–	﹤0.01%	3132
2024 Q1	$4.92K	Hold	100	–	–	﹤0.01%	3051
2023 Q4	$3.65K	Buy	+100	New	+$2.61K	﹤0.01%	3080

Other funds holding SWTX

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Steward Partners Investment Advisory's SWTX Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of SpringWorks Therapeutics (SWTX) in Q3 2025, closing a stake of 100 shares — an estimated $4.7K sold.

Steward Partners Investment Advisory first reported a position in SWTX in Q4 2023 and held it in 7 quarters. The position peaked at $5.56K in Q1 2025. 3 funds tracked by Wall St. Rank hold SWTX as of Q3 2025.

Steward Partners Investment Advisory reported no remaining SpringWorks Therapeutics position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 100 SpringWorks Therapeutics shares in Q3 2025, an estimated $4.7K.
Steward Partners Investment Advisory first reported a position in SpringWorks Therapeutics in Q4 2023 and held it in 7 quarters.
Steward Partners Investment Advisory's SpringWorks Therapeutics position peaked at $5.56K in Q1 2025.
3 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.