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Insight Wealth Strategies’s Stanley Black & Decker SWK Stock Holding History

Insight Wealth Strategies’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
Q3 		$7.39M Sell
83,399
-902
-1% -$84.7K 0.73% 39
2026
Q2 		$7.7M Buy
84,301
+14,375
+21% +$1.13M 0.75% 34
2026
Q1 		$4.97M Buy
69,926
+2,131
+3% +$171K 0.55% 60
2025
Q4 		$5.04M Buy
67,795
+3,546
+6% +$250K 0.58% 48
2025
Q3 		$4.78M Buy
+64,249
New +$4.71M 0.56% 58

Other funds holding SWK

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Insight Wealth Strategies's SWK Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Stanley Black & Decker (SWK) stake by 1.1% in Q3 2026, selling an estimated $84.7K and leaving 83,399 shares worth $7.39M. The position accounts for 0.73% of the portfolio, ranked #39.

Insight Wealth Strategies first reported a position in SWK in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.7M in Q2 2026. 38 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Insight Wealth Strategies held 83,399 shares of Stanley Black & Decker worth $7.39M as of Q3 2026.
  • Insight Wealth Strategies sold 902 Stanley Black & Decker shares in Q3 2026, an estimated $84.7K.
  • Stanley Black & Decker made up 0.73% of Insight Wealth Strategies's portfolio in Q3 2026, its #39 holding.
  • Insight Wealth Strategies first reported a position in Stanley Black & Decker in Q3 2025 and has held it in 5 quarters since.
  • Insight Wealth Strategies's Stanley Black & Decker position peaked at $7.7M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.