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Concurrent Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Concurrent Investment Advisors’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 		$345K Sell
3,663
-53,064
-94% -$4.16M ﹤0.01% 1616
2026
Q1 		$4.03M Buy
56,727
+11,210
+25% +$900K 0.04% 407
2025
Q4 		$3.38M Buy
45,517
+35,389
+349% +$2.49M 0.04% 425
2025
Q3 		$753K Buy
+10,128
New +$743K 0.01% 751
2025
Q2 		– Sell
-2,694
Closed -$207K – 1468
2025
Q1 		$207K Buy
+2,694
New +$227K 0.01% 1109
2024
Q4 		– Sell
-1,977
Closed -$218K – 1208
2024
Q3 		$218K Buy
+1,977
New +$190K 0.01% 909
2024
Q1 		– Sell
-2,344
Closed -$230K – 993
2023
Q4 		$230K Buy
+2,344
New +$206K 0.01% 729

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

Concurrent Investment Advisors's SWK Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Stanley Black & Decker (SWK) stake by 94% in Q2 2026, selling an estimated $4.16M and leaving 3,663 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Concurrent Investment Advisors first reported a position in SWK in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.03M in Q1 2026. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Concurrent Investment Advisors held 3,663 shares of Stanley Black & Decker worth $345K as of Q2 2026.
  • Concurrent Investment Advisors sold 53,064 Stanley Black & Decker shares in Q2 2026, an estimated $4.16M.
  • Stanley Black & Decker made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1616 holding.
  • Concurrent Investment Advisors first reported a position in Stanley Black & Decker in Q4 2023 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Stanley Black & Decker position peaked at $4.03M in Q1 2026.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.