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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dakota Wealth Management's SWK Position: Q1 2026 in Review

Dakota Wealth Management reduced its Stanley Black & Decker (SWK) stake by 15% in Q1 2026, selling an estimated $147K and leaving 10,781 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #454.

Dakota Wealth Management first reported a position in SWK in Q1 2018 and has held it in 13 quarters since. The position peaked at $3.68M in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Dakota Wealth Management held 10,781 shares of Stanley Black & Decker worth $766K as of Q1 2026.
Dakota Wealth Management sold 1,829 Stanley Black & Decker shares in Q1 2026, an estimated $147K.
Stanley Black & Decker made up 0.02% of Dakota Wealth Management's portfolio in Q1 2026, its #454 holding.
Dakota Wealth Management first reported a position in Stanley Black & Decker in Q1 2018 and has held it in 13 quarters since.
Dakota Wealth Management's Stanley Black & Decker position peaked at $3.68M in Q3 2024.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.