Caprock Group’s Stanley Black & Decker SWK Stock Holding History

Caprock Group’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 Q1	$331K	Buy	+4,651	New	+$374K	0.01%	885
2025 Q1	$1.08M	Buy	14,060 +9,871	+236%	+$832K	0.03%	440
2024 Q4	$336K	Buy	4,189 +190	+5%	+$17.6K	0.01%	756
2024 Q3	$440K	Buy	+3,999	New	+$384K	0.02%	614
2023 Q3	–	Sell	-3,004	Closed	-$282K	–	688
2023 Q2	$282K	Sell	3,004 -72	-2%	-$5.96K	0.02%	516
2023 Q1	$248K	Buy	+3,076	New	+$259K	0.02%	537
2022 Q1	–	Sell	-1,375	Closed	-$259K	–	648
2021 Q4	$259K	Buy	+1,375	New	+$254K	0.02%	479
2021 Q3	–	Sell	-1,212	Closed	-$248K	–	570
2021 Q2	$248K	Buy	+1,212	New	+$251K	0.02%	436
2015 Q3	–	Sell	-2,012	Closed	-$212K	–	91
2015 Q2	$212K	Buy	+2,012	New	+$205K	0.19%	70

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caprock Group's SWK Position: Q1 2026 in Review

Caprock Group opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 4,651 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Caprock Group previously reported a position in SWK as recently as Q1 2025.

Caprock Group first reported a position in SWK in Q2 2015 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Caprock Group held 4,651 shares of Stanley Black & Decker worth $331K as of Q1 2026.
Stanley Black & Decker was a new Caprock Group position in Q1 2026.
Stanley Black & Decker made up 0.01% of Caprock Group's portfolio in Q1 2026, its #885 holding.
Caprock Group first reported a position in Stanley Black & Decker in Q2 2015 and has held it in 9 quarters since.
Caprock Group's Stanley Black & Decker position peaked at $1.08M in Q1 2025.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.