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Synergy Investment Management’s Stanley Black & Decker SWK Stock Holding History

Synergy Investment Management’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 		– Sell
-9
Closed -$640 – 1178
2026
Q1 		$640 Buy
+9
New +$723 ﹤0.01% 814
2025
Q2 		– Sell
-102
Closed -$7.82K – 508
2025
Q1 		$7.82K Hold
102
– – ﹤0.01% 399
2024
Q4 		$8.17K Buy
+102
New +$9.46K ﹤0.01% 411

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

Synergy Investment Management's SWK Position: Q2 2026 in Review

Synergy Investment Management sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 9 shares — an estimated $640 sold.

Synergy Investment Management first reported a position in SWK in Q4 2024 and held it in 3 quarters. The position peaked at $8.17K in Q4 2024. 771 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Synergy Investment Management reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • Synergy Investment Management sold 9 Stanley Black & Decker shares in Q2 2026, an estimated $640.
  • Synergy Investment Management first reported a position in Stanley Black & Decker in Q4 2024 and held it in 3 quarters.
  • Synergy Investment Management's Stanley Black & Decker position peaked at $8.17K in Q4 2024.
  • 771 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.