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Rothschild Investment LLC’s Stanley Black & Decker SWK Stock Holding History

Rothschild Investment LLC’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 		$939K Buy
9,981
+3,313
+50% +$260K 0.04% 436
2026
Q1 		$474K Buy
6,668
+2,385
+56% +$192K 0.02% 419
2025
Q4 		$318K Sell
4,283
-121
-3% -$8.52K 0.02% 484
2025
Q3 		$327K Buy
4,404
+2,947
+202% +$216K 0.02% 459
2025
Q2 		$98.7K Buy
1,457
+97
+7% +$6.26K 0.01% 645
2025
Q1 		$105K Sell
1,360
-45,431
-97% -$3.83M 0.01% 623
2024
Q4 		$3.76M Sell
46,791
-8,056
-15% -$747K 0.25% 90
2024
Q3 		$6.04M Sell
54,847
-1,177
-2% -$113K 0.4% 66
2024
Q2 		$4.48M Sell
56,024
-1,453
-3% -$128K 0.31% 75
2024
Q1 		$5.63M Sell
57,477
-300
-0.5% -$27.6K 0.41% 66
2023
Q4 		$5.67M Sell
57,777
-5,823
-9% -$513K 0.48% 58
2023
Q3 		$5.32M Buy
63,600
+67
+0.1% +$6.21K 0.45% 65
2023
Q2 		$5.95M Sell
63,533
-416
-0.7% -$34.4K 0.5% 60
2023
Q1 		$5.15M Buy
63,949
+250
+0.4% +$21.1K 0.45% 62
2022
Q4 		$4.79M Sell
63,699
-600
-0.9% -$46.8K 0.44% 67
2022
Q3 		$4.84M Buy
64,299
+51,213
+391% +$4.93M 0.48% 59
2022
Q2 		$1.37M Sell
13,086
-4,630
-26% -$570K 0.13% 168
2022
Q1 		$2.48M Buy
17,716
+350
+2% +$57.8K 0.19% 120
2021
Q4 		$3.27M Buy
17,366
+24
+0.1% +$4.43K 0.25% 94
2021
Q3 		$3.04M Hold
17,342
– – 0.26% 100
2021
Q2 		$3.56M Buy
17,342
+44
+0.3% +$9.12K 0.28% 91
2021
Q1 		$3.45M Sell
17,298
-241
-1% -$43.7K 0.3% 92
2020
Q4 		$3.13M Sell
17,539
-708
-4% -$126K 0.3% 88
2020
Q3 		$2.96M Buy
18,247
+600
+3% +$93.4K 0.32% 84
2020
Q2 		$2.46M Sell
17,647
-8,893
-34% -$1.07M 0.3% 88
2020
Q1 		$2.65M Sell
26,540
-43
-0.2% -$6.14K 0.35% 76
2019
Q4 		$4.41M Buy
26,583
+6,731
+34% +$1.04M 0.44% 62
2019
Q3 		$2.87M Sell
19,852
-100
-0.5% -$14.1K 0.33% 86
2019
Q2 		$2.88M Sell
19,952
-150
-0.7% -$21.1K 0.34% 83
2019
Q1 		$2.74M Sell
20,102
-350
-2% -$45.7K 0.32% 86
2018
Q4 		$2.45M Sell
20,452
-100
-0.5% -$12.5K 0.33% 86
2018
Q3 		$3.01M Sell
20,552
-600
-3% -$85.4K 0.35% 78
2018
Q2 		$2.81M Buy
21,152
+100
+0.5% +$14.4K 0.35% 80
2018
Q1 		$3.23M Sell
21,052
-250
-1% -$40.6K 0.41% 64
2017
Q4 		$3.62M Sell
21,302
-8,200
-28% -$1.34M 0.39% 62
2017
Q3 		$4.45M Sell
29,502
-9,310
-24% -$1.34M 0.5% 52
2017
Q2 		$5.46M Hold
38,812
– – 0.62% 42
2017
Q1 		$5.16M Sell
38,812
-649
-2% -$81.4K 0.6% 45
2016
Q4 		$4.53M Hold
39,461
– – 0.54% 49
2016
Q3 		$4.85M Sell
39,461
-1,500
-4% -$181K 0.59% 47
2016
Q2 		$4.56M Hold
40,961
– – 0.58% 47
2016
Q1 		$4.31M Sell
40,961
-5,992
-13% -$581K 0.55% 51
2015
Q4 		$5.01M Sell
46,953
-3,132
-6% -$330K 0.64% 41
2015
Q3 		$4.86M Sell
50,085
-750
-1% -$77.2K 0.64% 42
2015
Q2 		$5.35M Sell
50,835
-23,650
-32% -$2.41M 0.62% 42
2015
Q1 		$7.1M Sell
74,485
-1,252
-2% -$120K 0.83% 26
2014
Q4 		$7.28M Sell
75,737
-3,289
-4% -$303K 0.87% 25
2014
Q3 		$7.02M Buy
79,026
+10,956
+16% +$980K 0.85% 29
2014
Q2 		$5.98M Buy
68,070
+792
+1% +$67.5K 0.76% 35
2014
Q1 		$5.47M Sell
67,278
-1,428
-2% -$115K 0.74% 36
2013
Q4 		$5.54M Sell
68,706
-633
-0.9% -$51.8K 0.76% 35
2013
Q3 		$6.28M Buy
69,339
+2,350
+4% +$201K 0.93% 26
2013
Q2 		$5.18M Buy
+66,989
New +$5.25M 0.84% 32

Other funds holding SWK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rothschild Investment LLC's SWK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Stanley Black & Decker (SWK) stake by 50% in Q2 2026, buying an estimated $260K and bringing the position to 9,981 shares worth $939K. The position accounts for 0.04% of the portfolio, ranked #436.

Rothschild Investment LLC first reported a position in SWK in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.28M in Q4 2014. 375 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Rothschild Investment LLC held 9,981 shares of Stanley Black & Decker worth $939K as of Q2 2026.
  • Rothschild Investment LLC bought 3,313 Stanley Black & Decker shares in Q2 2026, an estimated $260K.
  • Stanley Black & Decker made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #436 holding.
  • Rothschild Investment LLC first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 53 quarters since.
  • Rothschild Investment LLC's Stanley Black & Decker position peaked at $7.28M in Q4 2014.
  • 375 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.