Chicago Partners Investment Group’s Stanley Black & Decker SWK Stock Holding History

Chicago Partners Investment 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	$495K	Buy	5,663 +76	+1%	+$5.96K	0.01%	1004
2026 Q1	$423K	Buy	+5,587	New	+$449K	0.01%	974
2025 Q1	–	Sell	-2,696	Closed	-$220K	–	989
2024 Q4	$220K	Buy	+2,696	New	+$250K	0.01%	785
2018 Q4	–	Sell	-101	Closed	-$11K	–	843
2018 Q3	$11K	Hold	101	–	–	﹤0.01%	800
2018 Q2	$13K	Hold	101	–	–	﹤0.01%	756
2018 Q1	$15K	Hold	101	–	–	﹤0.01%	700
2017 Q4	$17K	Sell	101 -26	-20%	-$4.26K	﹤0.01%	653
2017 Q3	$19K	Buy	+127	New	+$18.3K	﹤0.01%	641
2017 Q2	–	Sell	-127	Closed	-$17K	–	774
2017 Q1	$17K	Hold	127	–	–	﹤0.01%	418
2016 Q4	$15K	Hold	127	–	–	0.01%	404
2016 Q3	$16K	Hold	127	–	–	0.01%	381
2016 Q2	$14K	Hold	127	–	–	0.01%	340
2016 Q1	$13K	Hold	127	–	–	0.01%	329
2015 Q4	$14K	Hold	127	–	–	0.01%	374
2015 Q3	$12K	Hold	127	–	–	0.01%	323
2015 Q2	$13K	Buy	127 +1	+0.8%	+$102	0.01%	323
2015 Q1	$12K	Sell	126 -1	-0.8%	-$96	0.01%	335
2014 Q4	$12K	Buy	+127	New	+$11.7K	0.01%	350

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chicago Partners Investment Group's SWK Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Stanley Black & Decker (SWK) stake by 1.4% in Q2 2026, buying an estimated $5.96K and bringing the position to 5,663 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #1004.

Chicago Partners Investment Group first reported a position in SWK in Q4 2014 and has held it in 18 quarters since. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Chicago Partners Investment Group held 5,663 shares of Stanley Black & Decker worth $495K as of Q2 2026.
Chicago Partners Investment Group bought 76 Stanley Black & Decker shares in Q2 2026, an estimated $5.96K.
Stanley Black & Decker made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1004 holding.
Chicago Partners Investment Group first reported a position in Stanley Black & Decker in Q4 2014 and has held it in 18 quarters since.
776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.