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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewSquare Capital's SWK Position: Q1 2026 in Review

NewSquare Capital reduced its Stanley Black & Decker (SWK) stake by 1.3% in Q1 2026, selling an estimated $65.3K and leaving 61,034 shares worth $4.34M. The position accounts for 0.38% of the portfolio, ranked #89.

NewSquare Capital first reported a position in SWK in Q1 2016 and has held it in 14 quarters since. The position peaked at $9.12M in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

NewSquare Capital held 61,034 shares of Stanley Black & Decker worth $4.34M as of Q1 2026.
NewSquare Capital sold 813 Stanley Black & Decker shares in Q1 2026, an estimated $65.3K.
Stanley Black & Decker made up 0.38% of NewSquare Capital's portfolio in Q1 2026, its #89 holding.
NewSquare Capital first reported a position in Stanley Black & Decker in Q1 2016 and has held it in 14 quarters since.
NewSquare Capital's Stanley Black & Decker position peaked at $9.12M in Q3 2024.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.