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Atria Investments’s Stanley Black & Decker SWK Stock Holding History

Atria Investments’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 		$1.42M Buy
15,137
+2,177
+17% +$171K 0.01% 925
2026
Q1 		$921K Sell
12,960
-6,935
-35% -$557K 0.01% 1098
2025
Q4 		$1.48M Buy
19,895
+6,455
+48% +$455K 0.02% 867
2025
Q3 		$999K Buy
13,440
+4,639
+53% +$340K 0.01% 1057
2025
Q2 		$596K Buy
8,801
+1,217
+16% +$78.5K 0.01% 1321
2025
Q1 		$583K Sell
7,584
-2,100
-22% -$177K 0.01% 1271
2024
Q4 		$778K Buy
9,684
+1,948
+25% +$181K 0.01% 1119
2024
Q3 		$852K Buy
7,736
+649
+9% +$62.3K 0.01% 1059
2024
Q2 		$566K Buy
+7,087
New +$624K 0.01% 1245
2022
Q2 		– Sell
-16,338
Closed -$2.28M – 872
2022
Q1 		$2.28M Sell
16,338
-1,369
-8% -$226K 0.04% 515
2021
Q4 		$3.34M Buy
17,707
+1,157
+7% +$214K 0.06% 388
2021
Q3 		$2.9M Buy
16,550
+335
+2% +$65.3K 0.05% 400
2021
Q2 		$3.32M Buy
16,215
+1,429
+10% +$296K 0.06% 343
2021
Q1 		$2.95M Sell
14,786
-412
-3% -$74.7K 0.07% 344
2020
Q4 		$2.71M Buy
+15,198
New +$2.7M 0.07% 327
2020
Q1 		– Sell
-5,899
Closed -$978K – 1116
2019
Q4 		$978K Buy
5,899
+3,745
+174% +$580K 0.03% 537
2019
Q3 		$311K Buy
+2,154
New +$304K 0.01% 705

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

Atria Investments's SWK Position: Q2 2026 in Review

Atria Investments increased its Stanley Black & Decker (SWK) stake by 17% in Q2 2026, buying an estimated $171K and bringing the position to 15,137 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #925.

Atria Investments first reported a position in SWK in Q3 2019 and has held it in 17 quarters since. The position peaked at $3.34M in Q4 2021. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Atria Investments held 15,137 shares of Stanley Black & Decker worth $1.42M as of Q2 2026.
  • Atria Investments bought 2,177 Stanley Black & Decker shares in Q2 2026, an estimated $171K.
  • Stanley Black & Decker made up 0.01% of Atria Investments's portfolio in Q2 2026, its #925 holding.
  • Atria Investments first reported a position in Stanley Black & Decker in Q3 2019 and has held it in 17 quarters since.
  • Atria Investments's Stanley Black & Decker position peaked at $3.34M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.