SWP
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Strategic Wealth Partners’s Smith & Wesson SWBI Stock Holding History

Strategic Wealth Partners’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 1154
2019
Q4 		– Sell
-1,301
Closed -$5.85K – 454
2019
Q3 		$5.85K Buy
+1,301
New +$7.85K 0.03% 166

Other funds holding SWBI

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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Strategic Wealth Partners's SWBI Position: Q2 2025 in Review

Strategic Wealth Partners held its Smith & Wesson (SWBI) position steady in Q2 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Strategic Wealth Partners first reported a position in SWBI in Q3 2019 and has held it in 1 quarter since. The position peaked at $5.85K in Q3 2019. 174 funds tracked by Wall St. Rank hold SWBI as of Q2 2025.

  • Strategic Wealth Partners held 0 shares of Smith & Wesson worth $1 as of Q2 2025.
  • Strategic Wealth Partners left its Smith & Wesson share count unchanged in Q2 2025.
  • Smith & Wesson made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2025, its #1154 holding.
  • Strategic Wealth Partners first reported a position in Smith & Wesson in Q3 2019 and has held it in 1 quarter since.
  • Strategic Wealth Partners's Smith & Wesson position peaked at $5.85K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2025.

Based on Strategic Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.