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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Insight Wealth Strategies's SWK Position: Q2 2026 in Review

Insight Wealth Strategies increased its Stanley Black & Decker (SWK) stake by 21% in Q2 2026, buying an estimated $1.13M and bringing the position to 84,301 shares worth $7.7M. The position accounts for 0.75% of the portfolio, ranked #34.

Insight Wealth Strategies first reported a position in SWK in Q3 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Insight Wealth Strategies held 84,301 shares of Stanley Black & Decker worth $7.7M as of Q2 2026.
  • Insight Wealth Strategies bought 14,375 Stanley Black & Decker shares in Q2 2026, an estimated $1.13M.
  • Stanley Black & Decker made up 0.75% of Insight Wealth Strategies's portfolio in Q2 2026, its #34 holding.
  • Insight Wealth Strategies first reported a position in Stanley Black & Decker in Q3 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.