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

Optimize 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
Q1 		– Sell
-4,099
Closed -$304K – 444
2025
Q4 		$304K Buy
4,099
+56
+1% +$3.94K 0.15% 267
2025
Q3 		$301K Buy
+4,043
New +$296K 0.16% 279

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimize Financial's SWK Position: Q1 2026 in Review

Optimize Financial sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 4,099 shares — an estimated $304K sold.

Optimize Financial first reported a position in SWK in Q3 2025 and held it in 2 quarters. The position peaked at $304K in Q4 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Optimize Financial reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 4,099 Stanley Black & Decker shares in Q1 2026, an estimated $304K.
  • Optimize Financial first reported a position in Stanley Black & Decker in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Stanley Black & Decker position peaked at $304K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.