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Evolve Private Wealth’s Stanley Black & Decker SWK Stock Holding History

Evolve Private Wealth’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 		$345K Sell
3,669
-5,112
-58% -$401K 0.02% 657
2026
Q1 		$624K Buy
8,781
+5,066
+136% +$407K 0.03% 482
2025
Q4 		$276K Buy
+3,715
New +$262K 0.02% 770

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's SWK Position: Q2 2026 in Review

Evolve Private Wealth reduced its Stanley Black & Decker (SWK) stake by 58% in Q2 2026, selling an estimated $401K and leaving 3,669 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #657.

Evolve Private Wealth first reported a position in SWK in Q4 2025 and has held it in 3 quarters since. The position peaked at $624K in Q1 2026. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Evolve Private Wealth held 3,669 shares of Stanley Black & Decker worth $345K as of Q2 2026.
  • Evolve Private Wealth sold 5,112 Stanley Black & Decker shares in Q2 2026, an estimated $401K.
  • Stanley Black & Decker made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #657 holding.
  • Evolve Private Wealth first reported a position in Stanley Black & Decker in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Stanley Black & Decker position peaked at $624K in Q1 2026.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.