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Catherine Avery Investment Management’s Stanley Black & Decker SWK Stock Holding History

Catherine Avery Investment 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 		$510K Sell
5,414
-72,834
-93% -$5.71M 0.22% 44
2026
Q1 		$5.56M Buy
78,248
+18,669
+31% +$1.5M 2.49% 26
2025
Q4 		$4.43M Buy
59,579
+13,367
+29% +$941K 2.65% 16
2025
Q3 		$3.43M Buy
+46,212
New +$3.39M 2.21% 31

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

Catherine Avery Investment Management's SWK Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Stanley Black & Decker (SWK) stake by 93% in Q2 2026, selling an estimated $5.71M and leaving 5,414 shares worth $510K. The position accounts for 0.22% of the portfolio, ranked #44.

Catherine Avery Investment Management first reported a position in SWK in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.56M in Q1 2026. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Catherine Avery Investment Management held 5,414 shares of Stanley Black & Decker worth $510K as of Q2 2026.
  • Catherine Avery Investment Management sold 72,834 Stanley Black & Decker shares in Q2 2026, an estimated $5.71M.
  • Stanley Black & Decker made up 0.22% of Catherine Avery Investment Management's portfolio in Q2 2026, its #44 holding.
  • Catherine Avery Investment Management first reported a position in Stanley Black & Decker in Q3 2025 and has held it in 4 quarters since.
  • Catherine Avery Investment Management's Stanley Black & Decker position peaked at $5.56M in Q1 2026.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.