CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

CAPTRUST Financial 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
Q1 		$1.76M Buy
24,701
+5,710
+30% +$459K ﹤0.01% 1283
2025
Q4 		$1.41M Buy
18,991
+2,321
+14% +$163K ﹤0.01% 1289
2025
Q3 		$1.24M Sell
16,670
-2,513
-13% -$184K ﹤0.01% 1308
2025
Q2 		$1.3M Sell
19,183
-10,626
-36% -$686K ﹤0.01% 1201
2025
Q1 		$2.29M Buy
29,809
+4,328
+17% +$365K 0.01% 847
2024
Q4 		$2.05M Sell
25,481
-609
-2% -$56.5K 0.01% 881
2024
Q3 		$2.87M Sell
26,090
-1,722
-6% -$165K 0.01% 712
2024
Q2 		$2.22M Buy
27,812
+239
+0.9% +$21K 0.01% 772
2024
Q1 		$2.7M Sell
27,573
-30,507
-53% -$2.81M 0.01% 686
2023
Q4 		$5.7M Buy
58,080
+314
+0.5% +$27.6K 0.02% 516
2023
Q3 		$4.83M Buy
57,766
+7,750
+15% +$718K 0.02% 525
2023
Q2 		$4.69M Sell
50,016
-10,066
-17% -$833K 0.02% 520
2023
Q1 		$4.84M Buy
60,082
+6,929
+13% +$584K 0.02% 468
2022
Q4 		$3.99M Buy
53,153
+6,506
+14% +$508K 0.02% 496
2022
Q3 		$3.51M Buy
46,647
+4,944
+12% +$476K 0.02% 504
2022
Q2 		$4.37M Sell
41,703
-1,883
-4% -$232K 0.03% 400
2022
Q1 		$6.09M Buy
43,586
+25,063
+135% +$4.14M 0.04% 327
2021
Q4 		$3.49M Buy
18,523
+66
+0.4% +$12.2K 0.02% 443
2021
Q3 		$3.24M Sell
18,457
-18
-0.1% -$3.51K 0.03% 411
2021
Q2 		$3.79M Sell
18,475
-265
-1% -$54.9K 0.04% 347
2021
Q1 		$3.74M Buy
18,740
+880
+5% +$160K 0.04% 326
2020
Q4 		$3.19M Sell
17,860
-263
-1% -$46.6K 0.04% 314
2020
Q3 		$2.95M Sell
18,123
-1,593
-8% -$248K 0.05% 283
2020
Q2 		$2.67M Buy
19,716
+4,081
+26% +$492K 0.04% 306
2020
Q1 		$1.44M Sell
15,635
-2,856
-15% -$408K 0.03% 354
2019
Q4 		$3.11M Buy
18,491
+8,486
+85% +$1.31M 0.05% 305
2019
Q3 		$1.45M Sell
10,005
-59
-0.6% -$8.34K 0.05% 264
2019
Q2 		$1.46M Buy
10,064
+76
+0.8% +$10.7K 0.05% 253
2019
Q1 		$1.36M Sell
9,988
-75
-0.7% -$9.78K 0.06% 233
2018
Q4 		$1.21M Hold
10,063
– – 0.06% 201
2018
Q3 		$1.47M Buy
10,063
+9,709
+2,743% +$1.38M 0.07% 176
2018
Q2 		$47K Sell
354
-50
-12% -$7.2K ﹤0.01% 697
2018
Q1 		$61K Buy
404
+50
+14% +$8.11K ﹤0.01% 562
2017
Q4 		$60K Buy
354
+178
+101% +$29.1K ﹤0.01% 558
2017
Q3 		$28K Buy
+176
New +$25.3K ﹤0.01% 327

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors's SWK Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Stanley Black & Decker (SWK) stake by 30% in Q1 2026, buying an estimated $459K and bringing the position to 24,701 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

CAPTRUST Financial Advisors first reported a position in SWK in Q3 2017 and has held it in 35 quarters since. The position peaked at $6.09M in Q1 2022. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • CAPTRUST Financial Advisors held 24,701 shares of Stanley Black & Decker worth $1.76M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 5,710 Stanley Black & Decker shares in Q1 2026, an estimated $459K.
  • Stanley Black & Decker made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1283 holding.
  • CAPTRUST Financial Advisors first reported a position in Stanley Black & Decker in Q3 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's Stanley Black & Decker position peaked at $6.09M in Q1 2022.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.