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Summit Trail Advisors, LLC

Position in SWK — Stanley Black & Decker, Inc.

CIK 1698478 NEW YORK, NY

Position in SWK

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,413,330
+$520,718 QoQ
Shares Held
25,641
-3.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#213
of 766 holders
Holding Since
Jun 2025
5 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, 2026

Summit Trail Advisors, LLC holds $15,808,720 across 6 Tools & Accessories names. SWK ranks #5 (15.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SWK
Stanley Black & Decker, Inc.
This page
25,641 $2,413,330

All Filings in SWK

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,413,330 25,641
2026-03-31 $1,892,612 26,634
2025-12-31 $2,237,759 30,126
2025-09-30 $2,727,167 36,690
2025-06-30 $396,744 5,856