Vest Financial
SWK icon

Vest Financial’s Stanley Black & Decker SWK Stock Holding History

Vest Financial’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 		$48.6M Sell
549,052
-87,780
-14% -$8.24M 0.51% 83
2026
Q2 		$59.9M Buy
636,832
+16,957
+3% +$1.33M 0.63% 46
2026
Q1 		$44M Sell
619,875
-92,634
-13% -$7.44M 0.53% 101
2025
Q4 		$52.9M Sell
712,509
-41,821
-6% -$2.95M 0.67% 52
2025
Q3 		$56.1M Sell
754,330
-148,833
-16% -$10.9M 0.73% 48
2025
Q2 		$61.2M Buy
903,163
+286,331
+46% +$18.5M 0.87% 24
2025
Q1 		$47.4M Buy
616,832
+65,174
+12% +$5.49M 0.74% 67
2024
Q4 		$44.3M Sell
551,658
-14,211
-3% -$1.32M 0.78% 67
2024
Q3 		$62.3M Buy
565,869
+80,037
+16% +$7.68M 1.2% 7
2024
Q2 		$38.8M Buy
485,832
+95,050
+24% +$8.37M 0.93% 62
2024
Q1 		$38.3M Buy
390,782
+52,158
+15% +$4.81M 1.02% 53
2023
Q4 		$33.2M Buy
338,624
+103,403
+44% +$9.1M 1.24% 13
2023
Q3 		$19.7M Buy
235,221
+87,307
+59% +$8.09M 1.07% 53
2023
Q2 		$13.7M Buy
147,914
+32,359
+28% +$2.68M 1.28% 11
2023
Q1 		$9.31M Sell
115,555
-4,796
-4% -$404K 1.27% 55
2022
Q4 		$9.04M Buy
120,351
+41,874
+53% +$3.27M 1.41% 55
2022
Q3 		$5.9M Buy
78,477
+11,774
+18% +$1.13M 1.12% 63
2022
Q2 		$7.14M Buy
66,703
+20,009
+43% +$2.46M 1.3% 62
2022
Q1 		$6.53M Buy
46,694
+10,541
+29% +$1.74M 1.19% 65
2021
Q4 		$6.82M Buy
36,153
+10,354
+40% +$1.91M 1.48% 48
2021
Q3 		$4.52M Buy
25,799
+6,541
+34% +$1.28M 1.38% 62
2021
Q2 		$3.95M Buy
19,258
+4,956
+35% +$1.03M 1.5% 44
2021
Q1 		$2.86M Buy
14,302
+2,165
+18% +$393K 1.64% 14
2020
Q4 		$2.17M Buy
+12,137
New +$2.15M 1.45% 47

Other funds holding SWK

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
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
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

Vest Financial's SWK Position: Q3 2026 in Review

Vest Financial reduced its Stanley Black & Decker (SWK) stake by 14% in Q3 2026, selling an estimated $8.24M and leaving 549,052 shares worth $48.6M. The position accounts for 0.51% of the portfolio, ranked #83.

Vest Financial first reported a position in SWK in Q4 2020 and has held it in 24 quarters since. The position peaked at $62.3M in Q3 2024. 271 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Vest Financial held 549,052 shares of Stanley Black & Decker worth $48.6M as of Q3 2026.
  • Vest Financial sold 87,780 Stanley Black & Decker shares in Q3 2026, an estimated $8.24M.
  • Stanley Black & Decker made up 0.51% of Vest Financial's portfolio in Q3 2026, its #83 holding.
  • Vest Financial first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 24 quarters since.
  • Vest Financial's Stanley Black & Decker position peaked at $62.3M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.