Wells Fargo’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 |
-1,132
| Closed | -$19.3K | – | 7587 |
|
|
2026
Q1 | $19.3K | Sell |
1,132
-2,276
| -67% | -$38.8K | ﹤0.01% | 5785 |
|
|
2025
Q4 | $58.6K | Buy |
3,408
+1,077
| +46% | +$17.8K | ﹤0.01% | 5546 |
|
|
2025
Q3 | $33.9K | Buy |
2,331
+380
| +19% | +$5.62K | ﹤0.01% | 5662 |
|
|
2025
Q2 | $28.8K | Sell |
1,951
-493
| -20% | -$6.98K | ﹤0.01% | 5682 |
|
|
2025
Q1 | $33.7K | Buy |
2,444
+6
| +0.2% | +$79 | ﹤0.01% | 5519 |
|
|
2024
Q4 | $30.6K | Buy |
2,438
+531
| +28% | +$6.9K | ﹤0.01% | 5634 |
|
|
2024
Q3 | $26.1K | Sell |
1,907
-254
| -12% | -$3.44K | ﹤0.01% | 5563 |
|
|
2024
Q2 | $29.1K | Buy |
2,161
+185
| +9% | +$2.52K | ﹤0.01% | 5475 |
|
|
2024
Q1 | $27.3K | Buy |
1,976
+212
| +12% | +$2.85K | ﹤0.01% | 5481 |
|
|
2023
Q4 | $24.5K | Buy |
1,764
+257
| +17% | +$3.35K | ﹤0.01% | 5557 |
|
|
2023
Q3 | $18.8K | Sell |
1,507
-303
| -17% | -$3.84K | ﹤0.01% | 5624 |
|
|
2023
Q2 | $24K | Buy |
1,810
+1,011
| +127% | +$13.9K | ﹤0.01% | 5684 |
|
|
2023
Q1 | $11.3K | Buy |
+799
| New | +$11.8K | ﹤0.01% | 5821 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 7716 |
|
|
2022
Q3 | $0 | Sell |
11
-46
| -81% | -$640 | ﹤0.01% | 7333 |
|
|
2022
Q2 | $1K | Buy |
57
+30
| +111% | +$447 | ﹤0.01% | 6604 |
|
|
2022
Q1 | $0 | Hold |
27
| – | – | ﹤0.01% | 7778 |
|
|
2021
Q4 | $0 | Hold |
27
| – | – | ﹤0.01% | 7783 |
|
|
2021
Q3 | $0 | Sell |
27
-76
| -74% | -$1.1K | ﹤0.01% | 7490 |
|
|
2021
Q2 | $1K | Sell |
103
-1,548
| -94% | -$20.2K | ﹤0.01% | 6734 |
|
|
2021
Q1 | $19K | Sell |
1,651
-1,081
| -40% | -$12.2K | ﹤0.01% | 6176 |
|
|
2020
Q4 | $31K | Buy |
2,732
+1,128
| +70% | +$13.1K | ﹤0.01% | 5737 |
|
|
2020
Q3 | $18K | Sell |
1,604
-707
| -31% | -$7.39K | ﹤0.01% | 5783 |
|
|
2020
Q2 | $22K | Buy |
+2,311
| New | +$22.9K | ﹤0.01% | 5679 |
|
Other funds holding SWKH
Wells Fargo's SWKH Position: Q2 2026 in Review
Wells Fargo sold out of SWK Holdings (SWKH) in Q2 2026, closing a stake of 1,132 shares — an estimated $19.3K sold.
Wells Fargo first reported a position in SWKH in Q2 2020 and held it in 23 quarters. The position peaked at $58.6K in Q4 2025. 1 fund tracked by Wall St. Rank holds SWKH as of Q2 2026.
- Wells Fargo reported no remaining SWK Holdings position as of Q2 2026 after selling out during the quarter.
- Wells Fargo sold 1,132 SWK Holdings shares in Q2 2026, an estimated $19.3K.
- Wells Fargo first reported a position in SWK Holdings in Q2 2020 and held it in 23 quarters.
- Wells Fargo's SWK Holdings position peaked at $58.6K in Q4 2025.
- 1 fund tracked by Wall St. Rank held SWK Holdings as of Q2 2026.
Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.