WHG
SWK icon

Westwood Holdings Group’s Stanley Black & Decker SWK Stock Holding History

Westwood Holdings Group’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 		$8.38M Buy
+89,078
New +$6.98M 0.06% 256
2018
Q3 		– Sell
-19,959
Closed -$2.65M – 436
2018
Q2 		$2.65M Sell
19,959
-3,713
-16% -$534K 0.02% 263
2018
Q1 		$3.63M Sell
23,672
-2,755
-10% -$447K 0.03% 247
2017
Q4 		$4.48M Sell
26,427
-3,598
-12% -$589K 0.03% 242
2017
Q3 		$4.53M Sell
30,025
-1,994
-6% -$287K 0.04% 236
2017
Q2 		$4.51M Sell
32,019
-16,894
-35% -$2.32M 0.04% 240
2017
Q1 		$6.5M Sell
48,913
-5,955
-11% -$747K 0.05% 223
2016
Q4 		$6.29M Sell
54,868
-385
-0.7% -$45.9K 0.05% 235
2016
Q3 		$6.79M Sell
55,253
-829
-1% -$100K 0.06% 216
2016
Q2 		$6.24M Sell
56,082
-2,478
-4% -$276K 0.06% 220
2016
Q1 		$6.16M Sell
58,560
-72
-0.1% -$6.99K 0.05% 219
2015
Q4 		$6.26M Sell
58,632
-795
-1% -$83.8K 0.05% 211
2015
Q3 		$5.76M Buy
59,427
+1,237
+2% +$127K 0.05% 219
2015
Q2 		$6.12M Sell
58,190
-161
-0.3% -$16.4K 0.05% 222
2015
Q1 		$5.56M Sell
58,351
-2,741
-4% -$262K 0.04% 212
2014
Q4 		$5.87M Sell
61,092
-1,773
-3% -$164K 0.05% 216
2014
Q3 		$5.58M Sell
62,865
-553
-0.9% -$49.4K 0.04% 219
2014
Q2 		$5.57M Buy
63,418
+196
+0.3% +$16.7K 0.04% 210
2014
Q1 		$5.14M Buy
63,222
+3,078
+5% +$247K 0.04% 208
2013
Q4 		$4.85M Buy
60,144
+4,354
+8% +$356K 0.04% 209
2013
Q3 		$5.05M Buy
55,790
+3,490
+7% +$299K 0.04% 208
2013
Q2 		$4.04M Buy
+52,300
New +$4.1M 0.04% 226

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

Westwood Holdings Group's SWK Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 89,078 shares worth $8.38M. The stake represents 0.06% of the portfolio and ranks #256 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in SWK as recently as Q2 2018.

Westwood Holdings Group first reported a position in SWK in Q2 2013 and has held it in 22 quarters since. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Westwood Holdings Group held 89,078 shares of Stanley Black & Decker worth $8.38M as of Q2 2026.
  • Stanley Black & Decker was a new Westwood Holdings Group position in Q2 2026.
  • Stanley Black & Decker made up 0.06% of Westwood Holdings Group's portfolio in Q2 2026, its #256 holding.
  • Westwood Holdings Group first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 22 quarters since.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.