Position in SWK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$649,615
+$431,319 QoQ
Shares Held
6,902
+124.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#369
of 772 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026MAI Capital Management holds $16,051,884 across 6 Tools & Accessories names. SWK ranks #5 (4.0% of the industry book) .
All Filings in SWK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $649,615 | 6,902 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $218,296 | 3,072 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $173,369 | 2,334 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $184,784 | 2,486 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $174,049 | 2,569 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $213,034 | 2,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,067 | 2,716 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $367,173 | 3,334 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $299,427 | 3,748 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $525,394 | 5,365 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $730,158 | 7,443 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,824,989 | 57,729 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,503,682 | 58,731 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,562,441 | 44,210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $344,199 | 4,582 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $321,898 | 4,280 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $385,884 | 3,680 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $519,739 | 3,718 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $706,004 | 3,743 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $672,138 | 3,834 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $794,336 | 3,875 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $534,316 | 2,676 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $388,189 | 2,174 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $315,154 | 1,943 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $267,191 | 1,917 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||