True Wealth Design’s SWK Holdings SWKH Stock Holding History

True Wealth Design’s Portfolio SWKH Stock Details SWKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5	Closed	-$86	–	2880
2026 Q1	$86	Hold	5	–	–	﹤0.01%	2498
2025 Q4	$86	Buy	5 +1	+25%	+$17	﹤0.01%	2362
2025 Q3	$59	Buy	+4	New	+$59	﹤0.01%	2550
2025 Q2	–	Sell	-15	Closed	-$209	–	2815
2025 Q1	$209	Buy	15 +5	+50%	+$66	﹤0.01%	1933
2024 Q4	$127	Buy	+10	New	+$130	﹤0.01%	1266

Other funds holding SWKH

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

True Wealth Design's SWKH Position: Q2 2026 in Review

True Wealth Design sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 5 shares — an estimated $86 sold.

True Wealth Design first reported a position in SWKH in Q4 2024 and held it in 5 quarters. The position peaked at $209 in Q1 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

True Wealth Design reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 5 SWK Holdings shares in Q2 2026, an estimated $86.
True Wealth Design first reported a position in SWK Holdings in Q4 2024 and held it in 5 quarters.
True Wealth Design's SWK Holdings position peaked at $209 in Q1 2025.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.