Donaldson Capital Management’s Stanley Black & Decker SWK Stock Holding History

Donaldson Capital 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	$236K	Buy	+2,512	New	+$197K	0.01%	286
2014 Q3	–	Sell	-3,142	Closed	-$276K	–	143
2014 Q2	$276K	Sell	3,142 -150,324	-98%	-$12.8M	0.04%	116
2014 Q1	$12.5M	Buy	153,466 +692	+0.5%	+$55.5K	2.26%	26
2013 Q4	$12.3M	Buy	152,774 +12,454	+9%	+$1.02M	2.38%	23
2013 Q3	$12.7M	Buy	140,320 +6,350	+5%	+$544K	2.69%	16
2013 Q2	$10.4M	Buy	+133,970	New	+$10.5M	2.34%	23

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Donaldson Capital Management's SWK Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,512 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Donaldson Capital Management previously reported a position in SWK as recently as Q2 2014.

Donaldson Capital Management first reported a position in SWK in Q2 2013 and has held it in 6 quarters since. The position peaked at $12.7M in Q3 2013. 775 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Donaldson Capital Management held 2,512 shares of Stanley Black & Decker worth $236K as of Q2 2026.
Stanley Black & Decker was a new Donaldson Capital Management position in Q2 2026.
Stanley Black & Decker made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #286 holding.
Donaldson Capital Management first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 6 quarters since.
Donaldson Capital Management's Stanley Black & Decker position peaked at $12.7M in Q3 2013.
775 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.