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Clearstead Trust’s Stanley Black & Decker SWK Stock Holding History

Clearstead Trust’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 		$11.7K Sell
124
-40
-24% -$3.13K ﹤0.01% 585
2026
Q1 		$11.7K Hold
164
– – ﹤0.01% 540
2025
Q4 		$12.2K Buy
164
+84
+105% +$5.92K ﹤0.01% 546
2025
Q3 		$5.95K Sell
80
-37
-32% -$2.71K ﹤0.01% 725
2025
Q2 		$7.93K Sell
117
-29
-20% -$1.87K ﹤0.01% 642
2025
Q1 		$11.2K Buy
+146
New +$12.3K ﹤0.01% 449

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

Clearstead Trust's SWK Position: Q2 2026 in Review

Clearstead Trust reduced its Stanley Black & Decker (SWK) stake by 24% in Q2 2026, selling an estimated $3.13K and leaving 124 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Clearstead Trust first reported a position in SWK in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.2K in Q4 2025. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Clearstead Trust held 124 shares of Stanley Black & Decker worth $11.7K as of Q2 2026.
  • Clearstead Trust sold 40 Stanley Black & Decker shares in Q2 2026, an estimated $3.13K.
  • Stanley Black & Decker made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #585 holding.
  • Clearstead Trust first reported a position in Stanley Black & Decker in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Stanley Black & Decker position peaked at $12.2K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.