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NewSquare Capital’s Stanley Black & Decker SWK Stock Holding History

NewSquare Capital’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 		$5.99M Buy
63,610
+2,576
+4% +$202K 0.44% 68
2026
Q1 		$4.34M Sell
61,034
-813
-1% -$65.3K 0.38% 89
2025
Q4 		$4.59M Sell
61,847
-25,715
-29% -$1.81M 0.41% 77
2025
Q3 		$6.51M Sell
87,562
-1,092
-1% -$80.1K 0.44% 73
2025
Q2 		$5.91M Buy
88,654
+3,962
+5% +$256K 0.44% 75
2025
Q1 		$6.41M Sell
84,692
-68
-0.1% -$5.73K 0.52% 60
2024
Q4 		$6.69M Buy
84,760
+534
+0.6% +$49.5K 0.54% 55
2024
Q3 		$9.12M Sell
84,226
-1,314
-2% -$126K 0.73% 37
2024
Q2 		$6.72M Buy
85,540
+3,412
+4% +$300K 0.58% 57
2024
Q1 		$7.91M Sell
82,128
-155
-0.2% -$14.3K 0.7% 37
2023
Q4 		$7.94M Buy
82,283
+1,712
+2% +$151K 0.76% 38
2023
Q3 		$6.62M Buy
80,571
+3,203
+4% +$297K 0.7% 44
2023
Q2 		$7.25M Buy
77,368
+4,255
+6% +$352K 0.75% 39
2023
Q1 		$5.89M Buy
+73,113
New +$6.16M 0.7% 49
2016
Q2 		– Sell
-118
Closed -$12K – 398
2016
Q1 		$12K Buy
+118
New +$11.5K ﹤0.01% 274

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewSquare Capital's SWK Position: Q2 2026 in Review

NewSquare Capital increased its Stanley Black & Decker (SWK) stake by 4.2% in Q2 2026, buying an estimated $202K and bringing the position to 63,610 shares worth $5.99M. The position accounts for 0.44% of the portfolio, ranked #68.

NewSquare Capital first reported a position in SWK in Q1 2016 and has held it in 15 quarters since. The position peaked at $9.12M in Q3 2024. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • NewSquare Capital held 63,610 shares of Stanley Black & Decker worth $5.99M as of Q2 2026.
  • NewSquare Capital bought 2,576 Stanley Black & Decker shares in Q2 2026, an estimated $202K.
  • Stanley Black & Decker made up 0.44% of NewSquare Capital's portfolio in Q2 2026, its #68 holding.
  • NewSquare Capital first reported a position in Stanley Black & Decker in Q1 2016 and has held it in 15 quarters since.
  • NewSquare Capital's Stanley Black & Decker position peaked at $9.12M in Q3 2024.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.