Position in SWK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$865,245
+$256,474 QoQ
Shares Held
9,193
+7.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#330
of 766 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $4,125,780 across 5 Tools & Accessories names. SWK ranks #2 (21.0% of the industry book) .
All Filings in SWK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,245 | 9,193 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $608,771 | 8,567 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $543,432 | 7,316 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $528,263 | 7,107 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $470,591 | 6,946 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $506,562 | 6,589 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,308,004 | 16,291 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,341,914 | 21,265 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,715,957 | 21,479 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,080,718 | 21,247 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,048,818 | 20,885 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,735,789 | 20,768 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,934,361 | 20,642 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,663,332 | 20,642 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,550,551 | 20,641 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $479,463 | 6,375 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $672,991 | 6,418 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $897,172 | 6,418 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,224,709 | 6,493 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,125,139 | 6,418 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,315,625 | 6,418 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,282,280 | 6,422 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,140,284 | 6,386 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||