Edgestream Partners’s Stanley Black & Decker SWK Stock Holding History

Edgestream Partners’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	$1.22M	Buy	+12,919	New	+$1.01M	0.04%	629
2025 Q4	–	Sell	-12,300	Closed	-$914K	–	1137
2025 Q3	$914K	Buy	+12,300	New	+$902K	0.03%	645
2025 Q1	–	Sell	-27,553	Closed	-$2.21M	–	1059
2024 Q4	$2.21M	Buy	+27,553	New	+$2.56M	0.09%	380
2023 Q1	–	Sell	-2,843	Closed	-$214K	–	648
2022 Q4	$214K	Sell	2,843 -25,987	-90%	-$2.03M	0.02%	471
2022 Q3	$2.17M	Buy	28,830 +2,272	+9%	+$219K	0.17%	186
2022 Q2	$2.79M	Sell	26,558 -33,083	-55%	-$4.07M	0.22%	154
2022 Q1	$8.34M	Buy	+59,641	New	+$9.85M	0.66%	21
2021 Q4	–	Sell	-6,533	Closed	-$1.15M	–	577
2021 Q3	$1.15M	Buy	+6,533	New	+$1.27M	0.07%	307
2020 Q2	–	Sell	-34,714	Closed	-$3.47M	–	327
2020 Q1	$3.47M	Buy	+34,714	New	+$4.96M	0.32%	100
2018 Q4	–	Sell	-1,803	Closed	-$264K	–	294
2018 Q3	$264K	Sell	1,803 -25,742	-93%	-$3.66M	0.05%	229
2018 Q2	$3.66M	Buy	27,545 +195	+0.7%	+$28.1K	0.75%	32
2018 Q1	$4.19M	Buy	+27,350	New	+$4.44M	0.82%	35
2017 Q4	–	Sell	-1,801	Closed	-$272K	–	116
2017 Q3	$272K	Buy	+1,801	New	+$259K	0.14%	101
2015 Q3	–	Sell	-4,530	Closed	-$477K	–	102
2015 Q2	$477K	Buy	+4,530	New	+$462K	0.33%	72

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

Edgestream Partners's SWK Position: Q2 2026 in Review

Edgestream Partners opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 12,919 shares worth $1.22M. The stake represents 0.04% of the portfolio and ranks #629 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SWK as recently as Q3 2025.

Edgestream Partners first reported a position in SWK in Q2 2015 and has held it in 14 quarters since. The position peaked at $8.34M in Q1 2022. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Edgestream Partners held 12,919 shares of Stanley Black & Decker worth $1.22M as of Q2 2026.
Stanley Black & Decker was a new Edgestream Partners position in Q2 2026.
Stanley Black & Decker made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #629 holding.
Edgestream Partners first reported a position in Stanley Black & Decker in Q2 2015 and has held it in 14 quarters since.
Edgestream Partners's Stanley Black & Decker position peaked at $8.34M in Q1 2022.
769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.