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

Roxbury 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
Q2 		$130K Sell
1,381
-381
-22% -$29.9K 0.1% 128
2026
Q1 		$125K Buy
1,762
+6
+0.3% +$482 0.11% 122
2025
Q4 		$130K Sell
1,756
-253
-13% -$17.8K 0.12% 114
2025
Q3 		$149K Buy
2,009
+633
+46% +$46.4K 0.14% 109
2025
Q2 		$93.2K Buy
+1,376
New +$88.8K 0.09% 126

Other funds holding SWK

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
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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Roxbury Financial's SWK Position: Q2 2026 in Review

Roxbury Financial reduced its Stanley Black & Decker (SWK) stake by 22% in Q2 2026, selling an estimated $29.9K and leaving 1,381 shares worth $130K. The position accounts for 0.1% of the portfolio, ranked #128.

Roxbury Financial first reported a position in SWK in Q2 2025 and has held it in 5 quarters since. The position peaked at $149K in Q3 2025. 126 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Roxbury Financial held 1,381 shares of Stanley Black & Decker worth $130K as of Q2 2026.
  • Roxbury Financial sold 381 Stanley Black & Decker shares in Q2 2026, an estimated $29.9K.
  • Stanley Black & Decker made up 0.1% of Roxbury Financial's portfolio in Q2 2026, its #128 holding.
  • Roxbury Financial first reported a position in Stanley Black & Decker in Q2 2025 and has held it in 5 quarters since.
  • Roxbury Financial's Stanley Black & Decker position peaked at $149K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.