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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
Q2 		$413K Sell
4,387
-264
-6% -$20.7K 0.01% 919
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
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 $3.37T AUM 44.26% 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

Caprock Group's SWK Position: Q2 2026 in Review

Caprock Group reduced its Stanley Black & Decker (SWK) stake by 5.7% in Q2 2026, selling an estimated $20.7K and leaving 4,387 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #919.

Caprock Group first reported a position in SWK in Q2 2015 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2025. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Caprock Group held 4,387 shares of Stanley Black & Decker worth $413K as of Q2 2026.
  • Caprock Group sold 264 Stanley Black & Decker shares in Q2 2026, an estimated $20.7K.
  • Stanley Black & Decker made up 0.01% of Caprock Group's portfolio in Q2 2026, its #919 holding.
  • Caprock Group first reported a position in Stanley Black & Decker in Q2 2015 and has held it in 10 quarters since.
  • Caprock Group's Stanley Black & Decker position peaked at $1.08M in Q1 2025.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.