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

Capital Investment 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 		$301K Sell
3,197
-810
-20% -$63.5K ﹤0.01% 642
2026
Q1 		$285K Buy
4,007
+733
+22% +$58.9K ﹤0.01% 626
2025
Q4 		$243K Buy
3,274
+186
+6% +$13.1K ﹤0.01% 654
2025
Q3 		$230K Buy
3,088
+14
+0.5% +$1.03K ﹤0.01% 662
2025
Q2 		$208K Buy
+3,074
New +$198K ﹤0.01% 657
2024
Q4 		– Sell
-2,473
Closed -$272K – 691
2024
Q3 		$272K Sell
2,473
-1,236
-33% -$119K 0.01% 538
2024
Q2 		$296K Sell
3,709
-132
-3% -$11.6K 0.01% 489
2024
Q1 		$376K Buy
3,841
+12
+0.3% +$1.11K 0.01% 446
2023
Q4 		$376K Sell
3,829
-692
-15% -$60.9K 0.01% 436
2023
Q3 		$378K Buy
+4,521
New +$419K 0.01% 412
2022
Q3 		– Sell
-1,939
Closed -$203K – 571
2022
Q2 		$203K Buy
1,939
+78
+4% +$9.6K 0.01% 520
2022
Q1 		$260K Buy
1,861
+109
+6% +$18K 0.01% 494
2021
Q4 		$330K Buy
1,752
+9
+0.5% +$1.66K 0.01% 436
2021
Q3 		$306K Buy
1,743
+628
+56% +$122K 0.01% 450
2021
Q2 		$229K Buy
1,115
+11
+1% +$2.28K 0.01% 515
2021
Q1 		$220K Buy
+1,104
New +$200K 0.01% 496

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

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

Capital Investment Advisors reduced its Stanley Black & Decker (SWK) stake by 20% in Q2 2026, selling an estimated $63.5K and leaving 3,197 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Capital Investment Advisors first reported a position in SWK in Q1 2021 and has held it in 16 quarters since. The position peaked at $378K in Q3 2023. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Capital Investment Advisors held 3,197 shares of Stanley Black & Decker worth $301K as of Q2 2026.
  • Capital Investment Advisors sold 810 Stanley Black & Decker shares in Q2 2026, an estimated $63.5K.
  • Stanley Black & Decker made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #642 holding.
  • Capital Investment Advisors first reported a position in Stanley Black & Decker in Q1 2021 and has held it in 16 quarters since.
  • Capital Investment Advisors's Stanley Black & Decker position peaked at $378K in Q3 2023.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.