Position in SWK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$59,938,627
+$15,890,310 QoQ
Shares Held
636,832
+2.7% QoQ
Ownership
0.422%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#34
of 770 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, 2026Vest Financial, LLC holds $139,580,427 across 2 Tools & Accessories names. SWK ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNA |
Snap-on Inc
|
197,917 | $79,641,800 | |
| 2 | SWK |
Stanley Black & Decker, Inc.
This page
|
636,832 | $59,938,627 |
All Filings in SWK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,938,627 | 636,832 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $44,048,317 | 619,875 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $52,925,167 | 712,509 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $56,069,348 | 754,330 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $61,189,292 | 903,163 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $47,422,043 | 616,832 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $44,292,620 | 551,658 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $62,319,152 | 565,869 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $38,813,117 | 485,832 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $38,269,280 | 390,782 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $33,219,014 | 338,624 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $19,659,770 | 235,221 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $13,861,020 | 147,914 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,311,421 | 115,555 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,040,766 | 120,351 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,902,255 | 78,477 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,994,475 | 66,703 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,527,354 | 46,694 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,819,178 | 36,153 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,522,822 | 25,799 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,947,697 | 19,258 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,855,680 | 14,302 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,167,182 | 12,137 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||