Summit Trail Advisors’s Stanley Black & Decker SWK Stock Holding History

Summit Trail 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	$2.41M	Sell	25,641 -993	-4%	-$77.8K	0.03%	487
2026 Q1	$1.89M	Sell	26,634 -3,492	-12%	-$281K	0.03%	565
2025 Q4	$2.24M	Sell	30,126 -6,564	-18%	-$462K	0.04%	344
2025 Q3	$2.73M	Buy	36,690 +30,834	+527%	+$2.26M	0.04%	288
2025 Q2	$397K	Buy	+5,856	New	+$378K	0.01%	812
2018 Q2	–	Sell	-20,453	Closed	-$2.11M	–	660
2018 Q1	$2.11M	Buy	20,453 +4,060	+25%	+$659K	0.36%	54
2017 Q4	$2.79M	Buy	+16,393	New	+$2.68M	0.35%	50

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's SWK Position: Q2 2026 in Review

Summit Trail Advisors reduced its Stanley Black & Decker (SWK) stake by 3.7% in Q2 2026, selling an estimated $77.8K and leaving 25,641 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #487.

Summit Trail Advisors first reported a position in SWK in Q4 2017 and has held it in 7 quarters since. The position peaked at $2.79M in Q4 2017. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Summit Trail Advisors held 25,641 shares of Stanley Black & Decker worth $2.41M as of Q2 2026.
Summit Trail Advisors sold 993 Stanley Black & Decker shares in Q2 2026, an estimated $77.8K.
Stanley Black & Decker made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #487 holding.
Summit Trail Advisors first reported a position in Stanley Black & Decker in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's Stanley Black & Decker position peaked at $2.79M in Q4 2017.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.