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Advisor OS’s Stanley Black & Decker SWK Stock Holding History

Advisor OS’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 		$209K Buy
+2,220
New +$174K 0.01% 557
2025
Q4 		– Sell
-2,822
Closed -$210K – 527
2025
Q3 		$210K Buy
+2,822
New +$207K 0.02% 445
2025
Q2 		– Sell
-2,849
Closed -$219K – 481
2025
Q1 		$219K Buy
2,849
+45
+2% +$3.79K 0.02% 390
2024
Q4 		$225K Buy
2,804
+9
+0.3% +$835 0.03% 376
2024
Q3 		$308K Buy
2,795
+132
+5% +$12.7K 0.03% 321
2024
Q2 		$213K Buy
2,663
+4
+0.2% +$352 0.02% 368
2024
Q1 		$260K Buy
2,659
+62
+2% +$5.71K 0.03% 330
2023
Q4 		$255K Buy
2,597
+27
+1% +$2.38K 0.03% 284
2023
Q3 		$215K Buy
2,570
+23
+0.9% +$2.13K 0.03% 268
2023
Q2 		$239K Buy
+2,547
New +$211K 0.04% 263

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

Advisor OS's SWK Position: Q2 2026 in Review

Advisor OS opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,220 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Advisor OS previously reported a position in SWK as recently as Q3 2025.

Advisor OS first reported a position in SWK in Q2 2023 and has held it in 10 quarters since. The position peaked at $308K in Q3 2024. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Advisor OS held 2,220 shares of Stanley Black & Decker worth $209K as of Q2 2026.
  • Stanley Black & Decker was a new Advisor OS position in Q2 2026.
  • Stanley Black & Decker made up 0.01% of Advisor OS's portfolio in Q2 2026, its #557 holding.
  • Advisor OS first reported a position in Stanley Black & Decker in Q2 2023 and has held it in 10 quarters since.
  • Advisor OS's Stanley Black & Decker position peaked at $308K in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.