Pinnacle Associates’s Stanley Black & Decker SWK Stock Holding History

Pinnacle Associates’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 Q3	$228K	Sell	2,569 -54	-2%	-$5.07K	﹤0.01%	887
2026 Q2	$247K	Buy	+2,623	New	+$206K	﹤0.01%	869
2024 Q2	–	Sell	-2,064	Closed	-$202K	–	844
2024 Q1	$202K	Buy	+2,064	New	+$190K	﹤0.01%	793
2022 Q3	–	Sell	-1,948	Closed	-$204K	–	767
2022 Q2	$204K	Buy	1,948 +404	+26%	+$49.7K	﹤0.01%	705
2022 Q1	$216K	Buy	1,544 +310	+25%	+$51.2K	﹤0.01%	743
2021 Q4	$233K	Buy	+1,234	New	+$228K	﹤0.01%	731
2021 Q3	–	Sell	-1,070	Closed	-$219K	–	783
2021 Q2	$219K	Buy	+1,070	New	+$222K	﹤0.01%	715
2017 Q3	–	Sell	-1,650	Closed	-$232K	–	683
2017 Q2	$232K	Hold	1,650	–	–	﹤0.01%	610
2017 Q1	$219K	Buy	+1,650	New	+$207K	﹤0.01%	617
2016 Q4	–	Sell	-1,650	Closed	-$203K	–	652
2016 Q3	$203K	Buy	+1,650	New	+$199K	﹤0.01%	603
2015 Q3	–	Sell	-1,997	Closed	-$210K	–	676
2015 Q2	$210K	Buy	+1,997	New	+$204K	﹤0.01%	608

Other funds holding SWK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pinnacle Associates's SWK Position: Q3 2026 in Review

Pinnacle Associates reduced its Stanley Black & Decker (SWK) stake by 2.1% in Q3 2026, selling an estimated $5.07K and leaving 2,569 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Pinnacle Associates first reported a position in SWK in Q2 2015 and has held it in 11 quarters since. The position peaked at $247K in Q2 2026. 409 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Pinnacle Associates held 2,569 shares of Stanley Black & Decker worth $228K as of Q3 2026.
Pinnacle Associates sold 54 Stanley Black & Decker shares in Q3 2026, an estimated $5.07K.
Stanley Black & Decker made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #887 holding.
Pinnacle Associates first reported a position in Stanley Black & Decker in Q2 2015 and has held it in 11 quarters since.
Pinnacle Associates's Stanley Black & Decker position peaked at $247K in Q2 2026.
409 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.