Back to SWK
Insight Wealth Strategies, LLC → SWK
Insight Wealth Strategies, LLC SWK Position History
Stanley Black & Decker, Inc. • Industrials
Quarters held
4
Latest value
$7.4M
Q3 2026
Peak value
$7.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5M |
| Q1 2026 | $5M |
| Q2 2026 | $7.7M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 83.4K | — | — |
| Q2 2026 | $7.7M | 84.3K | — | — |
| Q1 2026 | $5M | 69.9K | — | — |
| Q4 2025 | $5M | 67.8K | — | — |
Other funds holding SWK
$823.7M
$823.7M
$592.3M
$351.3M
$279.7M
$202.8M
$174.6M