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

Confluence 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
Q3 		$115M Sell
1,302,499
-45,875
-3% -$4.31M 1.93% 8
2026
Q2 		$127M Buy
+1,348,374
New +$106M 1.98% 10

Other funds holding SWK

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

Confluence Investment Management's SWK Position: Q3 2026 in Review

Confluence Investment Management reduced its Stanley Black & Decker (SWK) stake by 3.4% in Q3 2026, selling an estimated $4.31M and leaving 1,302,499 shares worth $115M. The position accounts for 1.93% of the portfolio, ranked #8.

Confluence Investment Management first reported a position in SWK in Q2 2026 and has held it in 2 quarters since. The position peaked at $127M in Q2 2026. 54 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Confluence Investment Management held 1,302,499 shares of Stanley Black & Decker worth $115M as of Q3 2026.
  • Confluence Investment Management sold 45,875 Stanley Black & Decker shares in Q3 2026, an estimated $4.31M.
  • Stanley Black & Decker made up 1.93% of Confluence Investment Management's portfolio in Q3 2026, its #8 holding.
  • Confluence Investment Management first reported a position in Stanley Black & Decker in Q2 2026 and has held it in 2 quarters since.
  • Confluence Investment Management's Stanley Black & Decker position peaked at $127M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.