Krilogy Financial’s Stanley Black & Decker SWK Stock Holding History

Krilogy Financial’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	$242K	Buy	+2,569	New	+$201K	0.01%	900
2018 Q4	–	Sell	-100	Closed	-$15K	–	603
2018 Q3	$15K	Buy	+100	New	+$14.2K	﹤0.01%	474
2018 Q2	–	Sell	-1,590	Closed	-$244K	–	562
2018 Q1	$244K	Sell	1,590 -343	-18%	-$55.7K	0.06%	142
2017 Q4	$328K	Hold	1,933	–	–	0.08%	112
2017 Q3	$292K	Sell	1,933 -1,200	-38%	-$173K	0.07%	120
2017 Q2	$441K	Buy	3,133 +1,941	+163%	+$266K	0.12%	76
2017 Q1	$137K	Hold	1,192	–	–	0.04%	164
2016 Q4	$137K	Hold	1,192	–	–	0.04%	164
2016 Q3	$147K	Hold	1,192	–	–	0.05%	162
2016 Q2	$133K	Buy	1,192 +102	+9%	+$11.3K	0.05%	168
2016 Q1	$115K	Hold	1,090	–	–	0.05%	158
2015 Q4	$116K	Hold	1,090	–	–	0.11%	81
2015 Q3	$106K	Buy	+1,090	New	+$112K	0.05%	130

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Krilogy Financial's SWK Position: Q2 2026 in Review

Krilogy Financial opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,569 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in SWK as recently as Q3 2018.

Krilogy Financial first reported a position in SWK in Q3 2015 and has held it in 13 quarters since. The position peaked at $441K in Q2 2017. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Krilogy Financial held 2,569 shares of Stanley Black & Decker worth $242K as of Q2 2026.
Stanley Black & Decker was a new Krilogy Financial position in Q2 2026.
Stanley Black & Decker made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #900 holding.
Krilogy Financial first reported a position in Stanley Black & Decker in Q3 2015 and has held it in 13 quarters since.
Krilogy Financial's Stanley Black & Decker position peaked at $441K in Q2 2017.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.