UIC
SWKH

Uniplan Investment Counsel’s SWK Holdings SWKH Stock Holding History

Uniplan Investment Counsel’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
2025
Q3 		– Sell
-1,216
Closed -$17.9K – 197
2025
Q2 		$17.9K Buy
+1,216
New +$17.2K ﹤0.01% 165

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Uniplan Investment Counsel's SWKH Position: Q3 2025 in Review

Uniplan Investment Counsel sold out of SWK Holdings (SWKH) in Q3 2025, closing a stake of 1,216 shares — an estimated $17.9K sold.

Uniplan Investment Counsel first reported a position in SWKH in Q2 2025 and held it in 1 quarter. The position peaked at $17.9K in Q2 2025. 60 funds tracked by Wall St. Rank hold SWKH as of Q3 2025.

  • Uniplan Investment Counsel reported no remaining SWK Holdings position as of Q3 2025 after selling out during the quarter.
  • Uniplan Investment Counsel sold 1,216 SWK Holdings shares in Q3 2025, an estimated $17.9K.
  • Uniplan Investment Counsel first reported a position in SWK Holdings in Q2 2025 and held it in 1 quarter.
  • Uniplan Investment Counsel's SWK Holdings position peaked at $17.9K in Q2 2025.
  • 60 funds tracked by Wall St. Rank held SWK Holdings as of Q3 2025.

Based on Uniplan Investment Counsel's 13F filing for Q3 2025, filed 14 Nov 2025.