Capital Advisors Ltd’s Stanley Black & Decker SWK Stock Holding History

Capital Advisors Ltd’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	$1.18M	Hold	12,519	–	–	0.12%	116
2026 Q1	$890K	Hold	12,519	–	–	0.1%	126
2025 Q4	$930K	Hold	12,519	–	–	0.1%	121
2025 Q3	$931K	Hold	12,519	–	–	0.11%	116
2025 Q2	$848K	Hold	12,519	–	–	0.1%	116
2025 Q1	$962K	Sell	12,519 -62	-0.5%	-$5.23K	0.13%	101
2024 Q4	$1.01M	Buy	12,581 +39	+0.3%	+$3.62K	0.13%	98
2024 Q3	$1.38M	Sell	12,542 -956	-7%	-$91.8K	0.17%	78
2024 Q2	$1.08M	Buy	13,498 +3	+0%	+$264	0.14%	90
2024 Q1	$1.32M	Buy	13,495 +2	+0%	+$184	0.17%	78
2023 Q4	$1.32M	Buy	13,493 +19	+0.1%	+$1.67K	0.19%	74
2023 Q3	$1.13M	Hold	13,474	–	–	0.17%	81
2023 Q2	$1.26M	Sell	13,474 -65	-0.5%	-$5.38K	0.19%	77
2023 Q1	$1.09M	Buy	13,539 +59	+0.4%	+$4.97K	0.18%	79
2022 Q4	$1.01M	Buy	13,480 +6	+0%	+$468	0.18%	80
2022 Q3	$1.01M	Hold	13,474	–	–	0.2%	75
2022 Q2	$1.41M	Buy	13,474 +664	+5%	+$81.7K	0.26%	64
2022 Q1	$1.79M	Sell	12,810 -664	-5%	-$110K	0.3%	58
2021 Q4	$2.54M	Hold	13,474	–	–	0.41%	46
2021 Q3	$2.36M	Hold	13,474	–	–	0.42%	46
2021 Q2	$2.76M	Buy	13,474 +664	+5%	+$138K	0.5%	41
2021 Q1	$2.69M	Sell	12,810 -664	-5%	-$120K	0.49%	42
2020 Q4	$2.41M	Hold	13,474	–	–	0.53%	39
2020 Q3	$2.19M	Hold	13,474	–	–	0.55%	37
2020 Q2	$1.88M	Hold	13,474	–	–	0.5%	41
2020 Q1	$1.35M	Hold	13,474	–	–	0.42%	44
2019 Q4	$2.23M	Hold	13,474	–	–	0.57%	36
2019 Q3	$1.95M	Hold	13,474	–	–	0.54%	43
2019 Q2	$1.95M	Buy	+13,474	New	+$1.9M	0.55%	37

Other funds holding SWK

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Capital Advisors Ltd's SWK Position: Q2 2026 in Review

Capital Advisors Ltd held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 12,519 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #116.

Capital Advisors Ltd first reported a position in SWK in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.76M in Q2 2021. 103 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Capital Advisors Ltd held 12,519 shares of Stanley Black & Decker worth $1.18M as of Q2 2026.
Capital Advisors Ltd left its Stanley Black & Decker share count unchanged in Q2 2026.
Stanley Black & Decker made up 0.12% of Capital Advisors Ltd's portfolio in Q2 2026, its #116 holding.
Capital Advisors Ltd first reported a position in Stanley Black & Decker in Q2 2019 and has held it in 29 quarters since.
Capital Advisors Ltd's Stanley Black & Decker position peaked at $2.76M in Q2 2021.
103 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.