EI
SWK icon

Ethic Inc’s Stanley Black & Decker SWK Stock Holding History

Ethic Inc’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 		$952K Sell
10,117
-2,579
-20% -$202K 0.01% 722
2026
Q1 		$902K Sell
12,696
-2,338
-16% -$188K 0.01% 688
2025
Q4 		$1.12M Buy
15,034
+260
+2% +$18.3K 0.02% 605
2025
Q3 		$1.1M Sell
14,774
-14,115
-49% -$1.03M 0.02% 605
2025
Q2 		$1.95M Buy
28,889
+775
+3% +$50K 0.04% 442
2025
Q1 		$2.14M Sell
28,114
-4,829
-15% -$407K 0.04% 396
2024
Q4 		$2.65M Buy
32,943
+2,061
+7% +$191K 0.05% 354
2024
Q3 		$3.02M Sell
30,882
-2,796
-8% -$268K 0.08% 292
2024
Q2 		$2.69M Buy
33,678
+2,796
+9% +$246K 0.06% 309
2024
Q1 		$3.02M Buy
30,882
+1,592
+5% +$147K 0.08% 292
2023
Q4 		$2.87M Sell
29,290
-710
-2% -$62.5K 0.09% 283
2023
Q3 		$2.51M Sell
30,000
-6,201
-17% -$574K 0.09% 266
2023
Q2 		$3.39M Sell
36,201
-9,610
-21% -$795K 0.13% 201
2023
Q1 		$3.69M Buy
45,811
+14,774
+48% +$1.24M 0.15% 177
2022
Q4 		$2.33M Buy
31,037
+8,017
+35% +$626K 0.13% 215
2022
Q3 		$1.73M Buy
23,020
+8,444
+58% +$812K 0.12% 222
2022
Q2 		$1.53M Buy
14,576
+494
+4% +$60.8K 0.11% 244
2022
Q1 		$1.97M Buy
14,082
+3,000
+27% +$495K 0.14% 198
2021
Q4 		$2.09M Buy
11,082
+1,480
+15% +$273K 0.16% 155
2021
Q3 		$1.68M Buy
9,602
+1,424
+17% +$278K 0.17% 151
2021
Q2 		$1.68M Buy
8,178
+2,201
+37% +$456K 0.2% 122
2021
Q1 		$1.19M Buy
5,977
+1,495
+33% +$271K 0.21% 120
2020
Q4 		$800K Buy
4,482
+1,007
+29% +$179K 0.21% 113
2020
Q3 		$564K Buy
3,475
+861
+33% +$134K 0.22% 119
2020
Q2 		$364K Buy
2,614
+256
+11% +$30.9K 0.21% 138
2020
Q1 		$236K Buy
2,358
+376
+19% +$53.7K 0.2% 163
2019
Q4 		$328K Buy
+1,982
New +$307K 0.24% 140

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

Ethic Inc's SWK Position: Q2 2026 in Review

Ethic Inc reduced its Stanley Black & Decker (SWK) stake by 20% in Q2 2026, selling an estimated $202K and leaving 10,117 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #722.

Ethic Inc first reported a position in SWK in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.69M in Q1 2023. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Ethic Inc held 10,117 shares of Stanley Black & Decker worth $952K as of Q2 2026.
  • Ethic Inc sold 2,579 Stanley Black & Decker shares in Q2 2026, an estimated $202K.
  • Stanley Black & Decker made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #722 holding.
  • Ethic Inc first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's Stanley Black & Decker position peaked at $3.69M in Q1 2023.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.