UBS Group’s SWK Holdings SWKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-861
| Closed | -$14.6K | – | 11011 |
|
|
2026
Q1 | $14.6K | Buy |
861
+314
| +57% | +$5.36K | ﹤0.01% | 8158 |
|
|
2025
Q4 | $9.41K | Sell |
547
-1,372
| -71% | -$22.7K | ﹤0.01% | 8287 |
|
|
2025
Q3 | $27.9K | Sell |
1,919
-391
| -17% | -$5.78K | ﹤0.01% | 7946 |
|
|
2025
Q2 | $34K | Sell |
2,310
-3,869
| -63% | -$54.8K | ﹤0.01% | 8072 |
|
|
2025
Q1 | $85.1K | Buy |
6,179
+2,432
| +65% | +$32K | ﹤0.01% | 7170 |
|
|
2024
Q4 | $47.1K | Buy |
3,747
+1,743
| +87% | +$22.7K | ﹤0.01% | 7342 |
|
|
2024
Q3 | $27.5K | Buy |
2,004
+704
| +54% | +$9.55K | ﹤0.01% | 7165 |
|
|
2024
Q2 | $17.5K | Sell |
1,300
-3,532
| -73% | -$48.1K | ﹤0.01% | 7390 |
|
|
2024
Q1 | $66.7K | Sell |
4,832
-283
| -6% | -$3.81K | ﹤0.01% | 6384 |
|
|
2023
Q4 | $71K | Buy |
5,115
+2,306
| +82% | +$30.1K | ﹤0.01% | 6370 |
|
|
2023
Q3 | $35.1K | Hold |
2,809
| – | – | ﹤0.01% | 6512 |
|
|
2023
Q2 | $37.3K | Buy |
2,809
+465
| +20% | +$6.37K | ﹤0.01% | 6623 |
|
|
2023
Q1 | $33.2K | Buy |
2,344
+291
| +14% | +$4.29K | ﹤0.01% | 6723 |
|
|
2022
Q4 | $28.7K | Buy |
2,053
+1,152
| +128% | +$17K | ﹤0.01% | 7286 |
|
|
2022
Q3 | $12K | Sell |
901
-68
| -7% | -$946 | ﹤0.01% | 8182 |
|
|
2022
Q2 | $13K | Sell |
969
-234
| -19% | -$3.48K | ﹤0.01% | 7550 |
|
|
2022
Q1 | $16K | Sell |
1,203
-231
| -16% | -$3.43K | ﹤0.01% | 7754 |
|
|
2021
Q4 | $22K | Buy |
1,434
+1,303
| +995% | +$19.7K | ﹤0.01% | 7746 |
|
|
2021
Q3 | $2K | Sell |
131
-238
| -64% | -$3.43K | ﹤0.01% | 8988 |
|
|
2021
Q2 | $5K | Sell |
369
-1,023
| -73% | -$13.4K | ﹤0.01% | 8570 |
|
|
2021
Q1 | $16K | Sell |
1,392
-610
| -30% | -$6.88K | ﹤0.01% | 7582 |
|
|
2020
Q4 | $23K | Buy |
2,002
+647
| +48% | +$7.49K | ﹤0.01% | 6844 |
|
|
2020
Q3 | $15K | Sell |
1,355
-1,285
| -49% | -$13.4K | ﹤0.01% | 6535 |
|
|
2020
Q2 | $25K | Buy |
2,640
+2,378
| +908% | +$23.6K | ﹤0.01% | 6408 |
|
|
2020
Q1 | $2K | Buy |
+262
| New | +$2.67K | ﹤0.01% | 7640 |
|
Other funds holding SWKH
UBS Group's SWKH Position: Q2 2026 in Review
UBS Group sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 861 shares — an estimated $14.6K sold.
UBS Group first reported a position in SWKH in Q1 2020 and held it in 25 quarters. The position peaked at $85.1K in Q1 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.
- UBS Group reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
- UBS Group sold 861 SWK Holdings shares in Q2 2026, an estimated $14.6K.
- UBS Group first reported a position in SWK Holdings in Q1 2020 and held it in 25 quarters.
- UBS Group's SWK Holdings position peaked at $85.1K in Q1 2025.
- 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.