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

Coldstream 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
Q1 		– Sell
-2,924
Closed -$217K – 1257
2025
Q4 		$217K Sell
2,924
-932
-24% -$65.6K ﹤0.01% 1053
2025
Q3 		$287K Buy
+3,856
New +$283K ﹤0.01% 960
2025
Q2 		– Sell
-1,801
Closed -$138K – 3100
2025
Q1 		$138K Buy
+1,801
New +$152K ﹤0.01% 1190
2024
Q4 		– Sell
-2,471
Closed -$265K – 1108
2024
Q3 		$265K Buy
+2,471
New +$237K 0.01% 898
2024
Q2 		– Sell
-2,285
Closed -$224K – 1045
2024
Q1 		$224K Sell
2,285
-159
-7% -$14.7K 0.01% 897
2023
Q4 		$240K Buy
+2,444
New +$215K 0.01% 807
2022
Q2 		$228K Buy
2,169
+141
+7% +$17.3K 0.01% 681
2022
Q1 		$283K Sell
2,028
-104
-5% -$17.2K 0.01% 593
2021
Q4 		$402K Buy
+2,132
New +$394K 0.01% 498
2021
Q3 		– Sell
-1,368
Closed -$280K – 530
2021
Q2 		$280K Buy
1,368
+23
+2% +$4.77K 0.01% 408
2021
Q1 		$269K Buy
1,345
+102
+8% +$18.5K 0.02% 347
2020
Q4 		$222K Buy
+1,243
New +$220K 0.01% 367
2016
Q4 		– Sell
-3,115
Closed -$383K – 255
2016
Q3 		$383K Sell
3,115
-3,685
-54% -$445K 0.07% 148
2016
Q2 		$756K Buy
6,800
+3,952
+139% +$439K 0.13% 121
2016
Q1 		$300K Buy
2,848
+602
+27% +$58.4K 0.05% 173
2015
Q4 		$240K Buy
+2,246
New +$237K 0.05% 162

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coldstream Capital Management's SWK Position: Q1 2026 in Review

Coldstream Capital Management sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 2,924 shares — an estimated $217K sold.

Coldstream Capital Management first reported a position in SWK in Q4 2015 and held it in 16 quarters. The position peaked at $756K in Q2 2016. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Coldstream Capital Management reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • Coldstream Capital Management sold 2,924 Stanley Black & Decker shares in Q1 2026, an estimated $217K.
  • Coldstream Capital Management first reported a position in Stanley Black & Decker in Q4 2015 and held it in 16 quarters.
  • Coldstream Capital Management's Stanley Black & Decker position peaked at $756K in Q2 2016.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.