SVB Wealth’s SolarWinds Corporation Common Stock SWI Stock Holding History

SVB Wealth’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	-27	Closed	-$498	–	1719
2025 Q1	$498	Buy	+27	New	+$453	﹤0.01%	1401

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

SVB Wealth's SWI Position: Q2 2025 in Review

SVB Wealth sold out of SolarWinds Corporation Common Stock (SWI) in Q2 2025, closing a stake of 27 shares — an estimated $498 sold.

SVB Wealth first reported a position in SWI in Q1 2025 and held it in 1 quarter. The position peaked at $498 in Q1 2025. 1 fund tracked by Wall St. Rank holds SWI as of Q2 2025.

SVB Wealth reported no remaining SolarWinds Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 27 SolarWinds Corporation Common Stock shares in Q2 2025, an estimated $498.
SVB Wealth first reported a position in SolarWinds Corporation Common Stock in Q1 2025 and held it in 1 quarter.
SVB Wealth's SolarWinds Corporation Common Stock position peaked at $498 in Q1 2025.
1 fund tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.