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SRH Advisors’s Stanley Black & Decker SWK Stock Holding History

SRH 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
Q2 		$499K Buy
5,302
+2,068
+64% +$162K 0.13% 36
2026
Q1 		$230K Hold
3,234
– – 0.07% 53
2025
Q4 		$240K Sell
3,234
-375
-10% -$26.4K 0.07% 53
2025
Q3 		$268K Sell
3,609
-100
-3% -$7.33K 0.08% 45
2025
Q2 		$251K Buy
3,709
+526
+17% +$33.9K 0.08% 47
2025
Q1 		$245K Buy
3,183
+516
+19% +$43.5K 0.08% 45
2024
Q4 		$214K Buy
2,667
+9
+0.3% +$835 0.06% 55
2024
Q3 		$293K Sell
2,658
-492
-16% -$47.2K 0.09% 49
2024
Q2 		$252K Buy
3,150
+1,460
+86% +$129K 0.08% 49
2024
Q1 		$166K Hold
1,690
– – 0.05% 70
2023
Q4 		$166K Buy
1,690
+600
+55% +$52.8K 0.06% 64
2023
Q3 		$91.1K Buy
1,090
+490
+82% +$45.4K 0.04% 89
2023
Q2 		$48.3K Hold
600
– – 0.03% 116
2023
Q1 		$48K Buy
+600
New +$50.5K 0.03% 116

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SRH Advisors's SWK Position: Q2 2026 in Review

SRH Advisors increased its Stanley Black & Decker (SWK) stake by 64% in Q2 2026, buying an estimated $162K and bringing the position to 5,302 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #36.

SRH Advisors first reported a position in SWK in Q1 2023 and has held it in 14 quarters since. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • SRH Advisors held 5,302 shares of Stanley Black & Decker worth $499K as of Q2 2026.
  • SRH Advisors bought 2,068 Stanley Black & Decker shares in Q2 2026, an estimated $162K.
  • Stanley Black & Decker made up 0.13% of SRH Advisors's portfolio in Q2 2026, its #36 holding.
  • SRH Advisors first reported a position in Stanley Black & Decker in Q1 2023 and has held it in 14 quarters since.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.