UBS AM’s SWK Holdings SWKH Stock Holding History

UBS AM’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	-806	Closed	-$13.7K	–	3860
2026 Q1	$13.7K	Buy	806 +650	+417%	+$11.1K	﹤0.01%	3234
2025 Q4	$2.68K	Buy	+156	New	+$2.58K	﹤0.01%	3093

Other funds holding SWKH

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

UBS AM's SWKH Position: Q2 2026 in Review

UBS AM sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 806 shares — an estimated $13.7K sold.

UBS AM first reported a position in SWKH in Q4 2025 and held it in 2 quarters. The position peaked at $13.7K in Q1 2026. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.

UBS AM reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
UBS AM sold 806 SWK Holdings shares in Q2 2026, an estimated $13.7K.
UBS AM first reported a position in SWK Holdings in Q4 2025 and held it in 2 quarters.
UBS AM's SWK Holdings position peaked at $13.7K in Q1 2026.
1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.