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

Optima 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	–	Sell	-9	Closed	-$669	–	1153
2025 Q4	$669	Buy	+9	New	+$634	﹤0.01%	1040

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

Optima Capital's SWK Position: Q1 2026 in Review

Optima Capital sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 9 shares — an estimated $669 sold.

Optima Capital first reported a position in SWK in Q4 2025 and held it in 1 quarter. The position peaked at $669 in Q4 2025. 718 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Optima Capital reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 9 Stanley Black & Decker shares in Q1 2026, an estimated $669.
Optima Capital first reported a position in Stanley Black & Decker in Q4 2025 and held it in 1 quarter.
Optima Capital's Stanley Black & Decker position peaked at $669 in Q4 2025.
718 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.