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Crestwood Advisors Group’s Stanley Black & Decker SWK Stock Holding History

Crestwood Advisors 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 		$865K Buy
9,193
+626
+7% +$49K 0.01% 346
2026
Q1 		$609K Buy
8,567
+1,251
+17% +$100K 0.01% 376
2025
Q4 		$543K Buy
7,316
+209
+3% +$14.7K 0.01% 377
2025
Q3 		$528K Buy
7,107
+161
+2% +$11.8K 0.01% 357
2025
Q2 		$471K Buy
6,946
+357
+5% +$23K 0.01% 356
2025
Q1 		$507K Sell
6,589
-9,702
-60% -$818K 0.01% 342
2024
Q4 		$1.31M Sell
16,291
-4,974
-23% -$461K 0.02% 224
2024
Q3 		$2.34M Sell
21,265
-214
-1% -$20.5K 0.04% 175
2024
Q2 		$1.72M Buy
21,479
+232
+1% +$20.4K 0.04% 188
2024
Q1 		$2.08M Buy
21,247
+362
+2% +$33.4K 0.05% 168
2023
Q4 		$2.05M Buy
20,885
+117
+0.6% +$10.3K 0.05% 161
2023
Q3 		$1.74M Buy
20,768
+126
+0.6% +$11.7K 0.05% 164
2023
Q2 		$1.93M Hold
20,642
– – 0.06% 110
2023
Q1 		$1.66M Buy
20,642
+1
+0% +$84 0.06% 117
2022
Q4 		$1.55M Buy
20,641
+14,266
+224% +$1.11M 0.05% 122
2022
Q3 		$479K Sell
6,375
-43
-0.7% -$4.14K 0.02% 196
2022
Q2 		$673K Hold
6,418
– – 0.02% 173
2022
Q1 		$897K Sell
6,418
-75
-1% -$12.4K 0.03% 161
2021
Q4 		$1.23M Buy
6,493
+75
+1% +$13.8K 0.03% 154
2021
Q3 		$1.13M Hold
6,418
– – 0.03% 149
2021
Q2 		$1.32M Sell
6,418
-4
-0.1% -$829 0.04% 139
2021
Q1 		$1.28M Buy
6,422
+36
+0.6% +$6.53K 0.04% 135
2020
Q4 		$1.14M Buy
+6,386
New +$1.13M 0.04% 138

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

Crestwood Advisors Group's SWK Position: Q2 2026 in Review

Crestwood Advisors Group increased its Stanley Black & Decker (SWK) stake by 7.3% in Q2 2026, buying an estimated $49K and bringing the position to 9,193 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #346.

Crestwood Advisors Group first reported a position in SWK in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.34M in Q3 2024. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Crestwood Advisors Group held 9,193 shares of Stanley Black & Decker worth $865K as of Q2 2026.
  • Crestwood Advisors Group bought 626 Stanley Black & Decker shares in Q2 2026, an estimated $49K.
  • Stanley Black & Decker made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #346 holding.
  • Crestwood Advisors Group first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 23 quarters since.
  • Crestwood Advisors Group's Stanley Black & Decker position peaked at $2.34M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.