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 Q3	$373K	Sell	4,210 -25	-0.6%	-$2.35K	0.02%	211
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardinal Point Capital Management's SWK Position: Q3 2026 in Review

Cardinal Point Capital Management reduced its Stanley Black & Decker (SWK) stake by 0.59% in Q3 2026, selling an estimated $2.35K and leaving 4,210 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #211.

Cardinal Point Capital Management first reported a position in SWK in Q2 2025 and has held it in 6 quarters since. The position peaked at $399K in Q2 2026. 168 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Cardinal Point Capital Management held 4,210 shares of Stanley Black & Decker worth $373K as of Q3 2026.
Cardinal Point Capital Management sold 25 Stanley Black & Decker shares in Q3 2026, an estimated $2.35K.
Stanley Black & Decker made up 0.02% of Cardinal Point Capital Management's portfolio in Q3 2026, its #211 holding.
Cardinal Point Capital Management first reported a position in Stanley Black & Decker in Q2 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Stanley Black & Decker position peaked at $399K in Q2 2026.
168 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.