Cardinal Point Capital Management’s Stanley Black & Decker SWK Stock Holding History

Cardinal Point Capital Management’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	$399K	Buy	4,235 +60	+1%	+$4.7K	0.02%	204
2026 Q1	$297K	Sell	4,175 -625	-13%	-$50.2K	0.02%	228
2025 Q4	$357K	Buy	4,800 +125	+3%	+$8.8K	0.02%	193
2025 Q3	$347K	Sell	4,675 -325	-7%	-$23.8K	0.02%	191
2025 Q2	$339K	Buy	+5,000	New	+$323K	0.03%	172

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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

Cardinal Point Capital Management's SWK Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Stanley Black & Decker (SWK) stake by 1.4% in Q2 2026, buying an estimated $4.7K and bringing the position to 4,235 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #204.

Cardinal Point Capital Management first reported a position in SWK in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Cardinal Point Capital Management held 4,235 shares of Stanley Black & Decker worth $399K as of Q2 2026.
Cardinal Point Capital Management bought 60 Stanley Black & Decker shares in Q2 2026, an estimated $4.7K.
Stanley Black & Decker made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #204 holding.
Cardinal Point Capital Management first reported a position in Stanley Black & Decker in Q2 2025 and has held it in 5 quarters since.
128 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.