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Crown Oak Advisors’s Stanley Black & Decker SWK Stock Holding History

Crown Oak 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 		– Sell
-11,481
Closed -$816K – 24
2026
Q1 		$816K Buy
11,481
+7
+0.1% +$562 0.41% 19
2025
Q4 		$852K Sell
11,474
-200
-2% -$14.1K 0.4% 20
2025
Q3 		$791K Hold
11,674
– – 0.37% 20
2025
Q2 		$791K Sell
11,674
-141
-1% -$9.1K 0.37% 20
2025
Q1 		$908K Buy
11,815
+6
+0.1% +$506 0.46% 19
2024
Q4 		$948K Sell
11,809
-212
-2% -$19.7K 0.49% 21
2024
Q3 		$1.32M Sell
12,021
-1,383
-10% -$133K 0.74% 20
2024
Q2 		$1.07M Sell
13,404
-8
-0.1% -$704 0.61% 20
2024
Q1 		$1.31M Buy
+13,412
New +$1.24M 0.72% 20

Other funds holding SWK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Crown Oak Advisors's SWK Position: Q2 2026 in Review

Crown Oak Advisors sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 11,481 shares — an estimated $816K sold.

Crown Oak Advisors first reported a position in SWK in Q1 2024 and held it in 9 quarters. The position peaked at $1.32M in Q3 2024. 389 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Crown Oak Advisors reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • Crown Oak Advisors sold 11,481 Stanley Black & Decker shares in Q2 2026, an estimated $816K.
  • Crown Oak Advisors first reported a position in Stanley Black & Decker in Q1 2024 and held it in 9 quarters.
  • Crown Oak Advisors's Stanley Black & Decker position peaked at $1.32M in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.