VWM
SWTX

Venturi Wealth Management’s SpringWorks Therapeutics SWTX Stock Holding History

Venturi Wealth Management’s Portfolio SWTX Stock Details SWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,250
Closed -$45.2K – 1672
2024
Q4 		$45.2K Buy
+1,250
New +$43.7K ﹤0.01% 1050

Other funds holding SWTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Venturi Wealth Management's SWTX Position: Q1 2025 in Review

Venturi Wealth Management sold out of SpringWorks Therapeutics (SWTX) in Q1 2025, closing a stake of 1,250 shares — an estimated $45.2K sold.

Venturi Wealth Management first reported a position in SWTX in Q4 2024 and held it in 1 quarter. The position peaked at $45.2K in Q4 2024. 306 funds tracked by Wall St. Rank hold SWTX as of Q1 2025.

  • Venturi Wealth Management reported no remaining SpringWorks Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,250 SpringWorks Therapeutics shares in Q1 2025, an estimated $45.2K.
  • Venturi Wealth Management first reported a position in SpringWorks Therapeutics in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's SpringWorks Therapeutics position peaked at $45.2K in Q4 2024.
  • 306 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.