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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
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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolve Private Wealth's SWK Position: Q1 2026 in Review

Evolve Private Wealth increased its Stanley Black & Decker (SWK) stake by 136% in Q1 2026, buying an estimated $407K and bringing the position to 8,781 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #482.

Evolve Private Wealth first reported a position in SWK in Q4 2025 and has held it in 2 quarters since. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Evolve Private Wealth held 8,781 shares of Stanley Black & Decker worth $624K as of Q1 2026.
  • Evolve Private Wealth bought 5,066 Stanley Black & Decker shares in Q1 2026, an estimated $407K.
  • Stanley Black & Decker made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #482 holding.
  • Evolve Private Wealth first reported a position in Stanley Black & Decker in Q4 2025 and has held it in 2 quarters since.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.