Merit Financial Group’s Stanley Black & Decker SWK Stock Holding History

Merit Financial Group’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	$1.08M	Buy	11,491 +3,931	+52%	+$308K	0.01%	1049
2026 Q1	$537K	Buy	7,560 +2,722	+56%	+$219K	﹤0.01%	1338
2025 Q4	$359K	Buy	4,838 +1,412	+41%	+$99.4K	﹤0.01%	1460
2025 Q3	$255K	Buy	3,426 +45	+1%	+$3.3K	﹤0.01%	1537
2025 Q2	$229K	Buy	+3,381	New	+$218K	﹤0.01%	1483
2025 Q1	–	Sell	-3,982	Closed	-$320K	–	1436
2024 Q4	$320K	Buy	+3,982	New	+$369K	0.01%	902

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Merit Financial Group's SWK Position: Q2 2026 in Review

Merit Financial Group increased its Stanley Black & Decker (SWK) stake by 52% in Q2 2026, buying an estimated $308K and bringing the position to 11,491 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1049.

Merit Financial Group first reported a position in SWK in Q4 2024 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Merit Financial Group held 11,491 shares of Stanley Black & Decker worth $1.08M as of Q2 2026.
Merit Financial Group bought 3,931 Stanley Black & Decker shares in Q2 2026, an estimated $308K.
Stanley Black & Decker made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1049 holding.
Merit Financial Group first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.