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

Tortoise 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
2025 Q4	–	Sell	-638	Closed	-$47.4K	–	1290
2025 Q3	$47.4K	Sell	638 -3	-0.5%	-$220	﹤0.01%	405
2025 Q2	$43.4K	Buy	641 +4	+0.6%	+$258	﹤0.01%	408
2025 Q1	$49K	Hold	637	–	–	0.01%	378
2024 Q4	$51.1K	Hold	637	–	–	0.01%	415
2024 Q3	$70.2K	Hold	637	–	–	0.01%	362
2024 Q2	$50.9K	Hold	637	–	–	0.01%	387
2024 Q1	$62.4K	Hold	637	–	–	0.01%	359
2023 Q4	$62.5K	Hold	637	–	–	0.01%	333
2023 Q3	$53.2K	Hold	637	–	–	0.01%	341
2023 Q2	$59.7K	Hold	637	–	–	0.01%	333
2023 Q1	$51.3K	Hold	637	–	–	0.01%	335
2022 Q4	$47.9K	Hold	637	–	–	0.01%	337
2022 Q3	$48K	Hold	637	–	–	0.01%	322
2022 Q2	$67K	Hold	637	–	–	0.01%	268
2022 Q1	$89K	Hold	637	–	–	0.02%	240
2021 Q4	$120K	Hold	637	–	–	0.02%	205
2021 Q3	$112K	Hold	637	–	–	0.02%	193
2021 Q2	$131K	Hold	637	–	–	0.03%	184
2021 Q1	$127K	Hold	637	–	–	0.03%	187
2020 Q4	$114K	Hold	637	–	–	0.03%	183
2020 Q3	$103K	Hold	637	–	–	0.03%	177
2020 Q2	$89K	Hold	637	–	–	0.02%	184
2020 Q1	$64K	Hold	637	–	–	0.02%	204
2019 Q4	$106K	Hold	637	–	–	0.03%	184
2019 Q3	$92K	Sell	637 -300	-32%	-$42.4K	0.02%	190
2019 Q2	$135K	Buy	937 +300	+47%	+$42.3K	0.03%	166
2019 Q1	$87K	Hold	637	–	–	0.02%	197
2018 Q4	$76K	Hold	637	–	–	0.02%	199
2018 Q3	$93K	Hold	637	–	–	0.02%	194
2018 Q2	$85K	Hold	637	–	–	0.02%	197
2018 Q1	$98K	Hold	637	–	–	0.03%	181
2017 Q4	$108K	Hold	637	–	–	0.03%	179
2017 Q3	$96K	Hold	637	–	–	0.03%	185
2017 Q2	$90K	Sell	637 -185	-23%	-$25.4K	0.03%	170
2017 Q1	$109K	Hold	822	–	–	0.04%	142
2016 Q4	$94K	Hold	822	–	–	0.03%	154
2016 Q3	$101K	Buy	822 +185	+29%	+$22.3K	0.03%	137
2016 Q2	$71K	Hold	637	–	–	0.02%	167
2016 Q1	$67K	Hold	637	–	–	0.02%	175
2015 Q4	$68K	Hold	637	–	–	0.02%	183
2015 Q3	$62K	Sell	637 -831	-57%	-$85.6K	0.02%	183
2015 Q2	$154K	Hold	1,468	–	–	0.06%	122
2015 Q1	$140K	Hold	1,468	–	–	0.05%	129
2014 Q4	$141K	Hold	1,468	–	–	0.06%	129
2014 Q3	$130K	Hold	1,468	–	–	0.05%	131
2014 Q2	$129K	Hold	1,468	–	–	0.05%	128
2014 Q1	$119K	Hold	1,468	–	–	0.05%	127
2013 Q4	$118K	Hold	1,468	–	–	0.06%	113
2013 Q3	$133K	Hold	1,468	–	–	0.08%	100
2013 Q2	$113K	Buy	+1,468	New	+$115K	0.07%	98

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Tortoise Investment Management's SWK Position: Q4 2025 in Review

Tortoise Investment Management sold out of Stanley Black & Decker (SWK) in Q4 2025, closing a stake of 638 shares — an estimated $47.4K sold.

Tortoise Investment Management first reported a position in SWK in Q2 2013 and held it in 50 quarters. The position peaked at $154K in Q2 2015. 716 funds tracked by Wall St. Rank hold SWK as of Q4 2025.

Tortoise Investment Management reported no remaining Stanley Black & Decker position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 638 Stanley Black & Decker shares in Q4 2025, an estimated $47.4K.
Tortoise Investment Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Stanley Black & Decker position peaked at $154K in Q2 2015.
716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.