DWM
SWK icon

Dakota Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Dakota Wealth 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
Q2 		$947K Sell
10,061
-720
-7% -$56.4K 0.02% 442
2026
Q1 		$766K Sell
10,781
-1,829
-15% -$147K 0.02% 454
2025
Q4 		$937K Sell
12,610
-35
-0.3% -$2.46K 0.02% 419
2025
Q3 		$940K Buy
12,645
+160
+1% +$11.7K 0.02% 362
2025
Q2 		$846K Buy
12,485
+1,167
+10% +$75.3K 0.02% 415
2025
Q1 		$870K Sell
11,318
-121
-1% -$10.2K 0.02% 400
2024
Q4 		$918K Sell
11,439
-21,988
-66% -$2.04M 0.02% 383
2024
Q3 		$3.68M Buy
33,427
+26,663
+394% +$2.56M 0.08% 206
2024
Q2 		$540K Buy
6,764
+49
+0.7% +$4.32K 0.01% 495
2024
Q1 		$658K Sell
6,715
-20,174
-75% -$1.86M 0.02% 452
2023
Q4 		$2.64M Sell
26,889
-12,803
-32% -$1.13M 0.1% 188
2023
Q3 		$3.32M Buy
+39,692
New +$3.68M 0.15% 149
2018
Q3 		– Sell
-2,294
Closed -$305K – 299
2018
Q2 		$305K Buy
2,294
+780
+52% +$112K 0.08% 165
2018
Q1 		$232K Buy
+1,514
New +$246K 0.12% 80

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

Dakota Wealth Management's SWK Position: Q2 2026 in Review

Dakota Wealth Management reduced its Stanley Black & Decker (SWK) stake by 6.7% in Q2 2026, selling an estimated $56.4K and leaving 10,061 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #442.

Dakota Wealth Management first reported a position in SWK in Q1 2018 and has held it in 14 quarters since. The position peaked at $3.68M in Q3 2024. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Dakota Wealth Management held 10,061 shares of Stanley Black & Decker worth $947K as of Q2 2026.
  • Dakota Wealth Management sold 720 Stanley Black & Decker shares in Q2 2026, an estimated $56.4K.
  • Stanley Black & Decker made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #442 holding.
  • Dakota Wealth Management first reported a position in Stanley Black & Decker in Q1 2018 and has held it in 14 quarters since.
  • Dakota Wealth Management's Stanley Black & Decker position peaked at $3.68M in Q3 2024.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.