SteelPeak Wealth
SWK icon

SteelPeak Wealth’s Stanley Black & Decker SWK Stock Holding History

SteelPeak Wealth’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 		– Sell
-2,760
Closed -$260K – 770
2026
Q2 		$260K Buy
+2,760
New +$216K 0.01% 561

Other funds holding SWK

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
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

SteelPeak Wealth's SWK Position: Q3 2026 in Review

SteelPeak Wealth sold out of Stanley Black & Decker (SWK) in Q3 2026, closing a stake of 2,760 shares — an estimated $260K sold.

SteelPeak Wealth first reported a position in SWK in Q2 2026 and held it in 1 quarter. The position peaked at $260K in Q2 2026. 197 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • SteelPeak Wealth reported no remaining Stanley Black & Decker position as of Q3 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 2,760 Stanley Black & Decker shares in Q3 2026, an estimated $260K.
  • SteelPeak Wealth first reported a position in Stanley Black & Decker in Q2 2026 and held it in 1 quarter.
  • SteelPeak Wealth's Stanley Black & Decker position peaked at $260K in Q2 2026.
  • 197 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.