Sage Capital Advisors
SWK icon

Sage Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Sage Capital Advisors’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 		$2.69M Sell
30,398
-3,926
-11% -$369K 0.54% 52
2026
Q2 		$3.23M Buy
34,324
+305
+0.9% +$23.9K 0.67% 44
2026
Q1 		$2.42M Buy
34,019
+272
+0.8% +$21.8K 0.56% 49
2025
Q4 		$2.51M Sell
33,747
-256
-0.8% -$18K 0.6% 47
2025
Q3 		$2.53M Buy
34,003
+293
+0.9% +$21.5K 0.6% 47
2025
Q2 		$2.28M Buy
33,710
+896
+3% +$57.8K 0.56% 49
2025
Q1 		$2.52M Buy
32,814
+365
+1% +$30.8K 0.66% 46
2024
Q4 		$2.61M Sell
32,449
-775
-2% -$71.9K 0.68% 45
2024
Q3 		$3.66M Buy
33,224
+264
+0.8% +$25.3K 0.96% 39
2024
Q2 		$2.63M Buy
32,960
+255
+0.8% +$22.5K 0.76% 41
2024
Q1 		$3.2M Buy
32,705
+596
+2% +$54.9K 0.93% 41
2023
Q4 		$3.15M Buy
32,109
+185
+0.6% +$16.3K 1.02% 35
2023
Q3 		$2.67M Buy
31,924
+218
+0.7% +$20.2K 0.98% 38
2023
Q2 		$2.97M Buy
31,706
+415
+1% +$34.4K 1.04% 37
2023
Q1 		$2.52M Buy
31,291
+822
+3% +$69.2K 0.96% 37
2022
Q4 		$2.29M Buy
30,469
+12,243
+67% +$955K 1.01% 35
2022
Q3 		$1.37M Buy
18,226
+130
+0.7% +$12.5K 0.7% 39
2022
Q2 		$1.9M Buy
+18,096
New +$2.23M 0.91% 35

Other funds holding SWK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sage Capital Advisors's SWK Position: Q3 2026 in Review

Sage Capital Advisors reduced its Stanley Black & Decker (SWK) stake by 11% in Q3 2026, selling an estimated $369K and leaving 30,398 shares worth $2.69M. The position accounts for 0.54% of the portfolio, ranked #52.

Sage Capital Advisors first reported a position in SWK in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.66M in Q3 2024. 418 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Sage Capital Advisors held 30,398 shares of Stanley Black & Decker worth $2.69M as of Q3 2026.
  • Sage Capital Advisors sold 3,926 Stanley Black & Decker shares in Q3 2026, an estimated $369K.
  • Stanley Black & Decker made up 0.54% of Sage Capital Advisors's portfolio in Q3 2026, its #52 holding.
  • Sage Capital Advisors first reported a position in Stanley Black & Decker in Q2 2022 and has held it in 18 quarters since.
  • Sage Capital Advisors's Stanley Black & Decker position peaked at $3.66M in Q3 2024.
  • 418 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Sage Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.