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Annis Gardner Whiting Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,682
Closed -$120K – 1138
2026
Q1 		$120K Sell
1,682
-90
-5% -$7.23K 0.02% 407
2025
Q4 		$132K Buy
1,772
+195
+12% +$13.7K 0.02% 359
2025
Q3 		$117K Sell
1,577
-681
-30% -$49.9K 0.02% 359
2025
Q2 		$153K Buy
2,258
+99
+5% +$6.39K 0.05% 242
2025
Q1 		$166K Buy
2,159
+174
+9% +$14.7K 0.07% 204
2024
Q4 		$159K Buy
1,985
+360
+22% +$33.4K 0.04% 223
2024
Q3 		$179K Sell
1,625
-80
-5% -$7.68K 0.05% 219
2024
Q2 		$136K Buy
1,705
+630
+59% +$55.5K 0.04% 253
2024
Q1 		$105K Sell
1,075
-484
-31% -$44.6K 0.04% 271
2023
Q4 		$153K Sell
1,559
-59
-4% -$5.19K 0.07% 179
2023
Q3 		$135K Buy
+1,618
New +$150K 0.07% 174

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SWK Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 1,682 shares — an estimated $120K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SWK in Q3 2023 and held it in 11 quarters. The position peaked at $179K in Q3 2024. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,682 Stanley Black & Decker shares in Q2 2026, an estimated $120K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Stanley Black & Decker in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Stanley Black & Decker position peaked at $179K in Q3 2024.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.